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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,079 | $176,786-83.0% | $146,643-79.5% | $167,536-82.0% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 15.56% | 24.04%-8.5pp | 22.75%-7.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $1,857 | $5,161-64.0% | $4,137-55.1% | $4,839-61.6% |
| Participant deferral / active EE | $3,833 | $6,440-40.5% | $5,506-30.4% | $6,342-39.6% |
| Admin fee / account holder | $47 | $13,262-99.6% | $10,280-99.5% | $12,315-99.6% |