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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,938 | $106,247-80.3% | $96,515-78.3% | $139,466-85.0% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 24.71% | 38.47%-13.8pp | 35.73%-11.0pp | 373.66%-349.0pp |
| Employer contribution / active EE | $1,655 | $4,106-59.7% | $3,740-55.7% | $4,754-65.2% |
| Participant deferral / active EE | $4,096 | $5,456-24.9% | $4,880-16.1% | $6,712-39.0% |
| Admin fee / account holder | $239 | $7,885-97.0% | $6,735-96.4% | $11,409-97.9% |