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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,762 | $111,301-80.4% | $112,977-80.7% | $158,982-86.3% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.6%-7.6pp | 82.0%-7.0pp |
| Annual return | 27.13% | 26.40%+0.7pp | 24.24%+2.9pp | 302.99%-275.9pp |
| Employer contribution / active EE | $1,733 | $4,471-61.3% | $4,255-59.3% | $4,763-63.6% |
| Participant deferral / active EE | $3,872 | $5,880-34.2% | $5,836-33.7% | $5,983-35.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,252-100.0% |