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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,696 | $113,338-71.2% | $94,993-65.6% | $147,586-77.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 8.91% | 20.80%-11.9pp | 27.14%-18.2pp | 578.59%-569.7pp |
| Employer contribution / active EE | $1,238 | $3,160-60.8% | $2,603-52.4% | $4,876-74.6% |
| Participant deferral / active EE | $4,037 | $3,777+6.9% | $3,317+21.7% | $5,439-25.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |