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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,186 | $115,814-85.2% | $101,275-83.0% | $158,982-89.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 22.38% | 56.16%-33.8pp | 46.48%-24.1pp | 302.99%-280.6pp |
| Employer contribution / active EE | $1,481 | $4,176-64.5% | $3,660-59.5% | $4,763-68.9% |
| Participant deferral / active EE | $4,593 | $4,958-7.4% | $4,371+5.1% | $5,983-23.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |