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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,104 | $105,960-87.6% | $81,726-84.0% | $158,982-91.8% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.0%-2.0pp | 82.0%-12.0pp |
| Annual return | 13.61% | 38.19%-24.6pp | 29.49%-15.9pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,087 | $7,805-86.1% | $4,311-74.8% | $4,763-77.2% |
| Participant deferral / active EE | $1,240 | $13,011-90.5% | $7,108-82.6% | $5,983-79.3% |
| Admin fee / account holder | $167 | $8,494-98.0% | $5,160-96.8% | $11,252-98.5% |