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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,766 | $176,794-76.4% | $146,647-71.5% | $167,553-75.1% |
| Participation rate | 78.9% | 83.6%-4.7pp | 80.1%-1.1pp | 82.1%-3.2pp |
| Annual return | 16.53% | 24.04%-7.5pp | 22.75%-6.2pp | 478.89%-462.4pp |
| Employer contribution / active EE | $2,210 | $5,161-57.2% | $4,137-46.6% | $4,840-54.3% |
| Participant deferral / active EE | $6,226 | $6,440-3.3% | $5,506+13.1% | $6,343-1.8% |
| Admin fee / account holder | $281 | $13,262-97.9% | $10,281-97.3% | $12,316-97.7% |