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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,927 | $117,829-74.6% | $102,423-70.8% | $145,877-79.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 11.78% | 31.83%-20.1pp | 29.42%-17.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,391 | $3,615-61.5% | $3,023-54.0% | $4,663-70.2% |
| Participant deferral / active EE | $6,220 | $5,732+8.5% | $5,054+23.1% | $6,691-7.0% |
| Admin fee / account holder | $169 | $13,335-98.7% | $9,455-98.2% | $13,402-98.7% |