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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,584 | $211,224-87.9% | $178,505-85.7% | $145,897-82.5% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 10.99% | 30.28%-19.3pp | 27.16%-16.2pp | 552.29%-541.3pp |
| Employer contribution / active EE | $1,049 | $4,577-77.1% | $3,955-73.5% | $4,663-77.5% |
| Participant deferral / active EE | $3,808 | $6,966-45.3% | $6,280-39.4% | $6,689-43.1% |
| Admin fee / account holder | $273 | $12,109-97.7% | $10,428-97.4% | $13,390-98.0% |