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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,759 | $106,247-80.5% | $96,515-78.5% | $139,466-85.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 19.07% | 38.47%-19.4pp | 35.73%-16.7pp | 373.66%-354.6pp |
| Employer contribution / active EE | $2,127 | $4,106-48.2% | $3,740-43.1% | $4,754-55.3% |
| Participant deferral / active EE | $4,352 | $5,456-20.2% | $4,880-10.8% | $6,712-35.2% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |