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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,324 | $165,399-76.8% | $149,745-74.4% | $158,982-75.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.60% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.4pp |
| Employer contribution / active EE | $2,429 | $5,105-52.4% | $4,646-47.7% | $4,763-49.0% |
| Participant deferral / active EE | $6,072 | $7,183-15.5% | $6,843-11.3% | $5,983+1.5% |
| Admin fee / account holder | $270 | $10,811-97.5% | $9,312-97.1% | $11,252-97.6% |