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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,261 | $110,410-85.3% | $102,437-84.1% | $145,897-88.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.75% | 24.85%-10.1pp | 24.95%-10.2pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,315 | $4,217-45.1% | $3,871-40.2% | $4,663-50.4% |
| Participant deferral / active EE | $3,256 | $5,622-42.1% | $5,060-35.6% | $6,689-51.3% |
| Admin fee / account holder | $83 | $9,745-99.1% | $8,388-99.0% | $13,390-99.4% |