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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,336 | $97,751-73.1% | $103,447-74.5% | $145,877-81.9% |
| Participation rate | 70.0% | 81.1%-11.1pp | 80.5%-10.5pp | 80.3%-10.3pp |
| Annual return | 29.09% | 25.43%+3.7pp | 23.92%+5.2pp | 551.28%-522.2pp |
| Employer contribution / active EE | $2,257 | $4,684-51.8% | $4,678-51.8% | $4,663-51.6% |
| Participant deferral / active EE | $5,844 | $6,603-11.5% | $6,624-11.8% | $6,691-12.7% |
| Admin fee / account holder | $291 | $12,515-97.7% | $9,415-96.9% | $13,402-97.8% |