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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,701 | $115,917-83.0% | $100,535-80.4% | $158,982-87.6% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 40.46% | 34.80%+5.7pp | 30.90%+9.6pp | 302.99%-262.5pp |
| Employer contribution / active EE | $2,588 | $4,105-37.0% | $3,419-24.3% | $4,763-45.7% |
| Participant deferral / active EE | $4,643 | $6,677-30.5% | $6,271-26.0% | $5,983-22.4% |
| Admin fee / account holder | $199 | $11,002-98.2% | $8,085-97.5% | $11,252-98.2% |