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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,927 | $117,895-74.6% | $102,460-70.8% | $145,897-79.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 11.78% | 31.92%-20.1pp | 29.47%-17.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,391 | $3,619-61.6% | $3,025-54.0% | $4,663-70.2% |
| Participant deferral / active EE | $6,220 | $5,736+8.4% | $5,056+23.0% | $6,689-7.0% |
| Admin fee / account holder | $169 | $13,353-98.7% | $9,460-98.2% | $13,390-98.7% |