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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,847 | $96,558-71.2% | $80,977-65.6% | $273,972-89.8% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 558.89% | 15.14%+543.7pp | 17.11%+541.8pp | 41.46%+517.4pp |
| Employer contribution / active EE | $2,384 | $4,869-51.0% | $3,715-35.8% | $4,869-51.0% |
| Participant deferral / active EE | $4,197 | $6,598-36.4% | $5,696-26.3% | $5,287-20.6% |
| Admin fee / account holder | $208 | $7,493-97.2% | $5,517-96.2% | $10,133-97.9% |