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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,056 | $110,240-82.7% | $96,544-80.3% | $139,487-86.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.6pp | 80.3%-8.9pp |
| Annual return | 24.32% | 26.41%-2.1pp | 25.88%-1.6pp | 373.84%-349.5pp |
| Employer contribution / active EE | $1,663 | $3,622-54.1% | $2,966-43.9% | $4,755-65.0% |
| Participant deferral / active EE | $4,667 | $5,549-15.9% | $4,851-3.8% | $6,713-30.5% |
| Admin fee / account holder | $140 | $11,602-98.8% | $8,254-98.3% | $11,407-98.8% |