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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,272 | $114,237-81.4% | $119,258-82.2% | $167,536-87.3% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.7%-7.7pp | 82.1%-7.1pp |
| Annual return | 16.89% | 29.87%-13.0pp | 30.69%-13.8pp | 478.82%-461.9pp |
| Employer contribution / active EE | $2,405 | $4,481-46.3% | $4,384-45.1% | $4,839-50.3% |
| Participant deferral / active EE | $10,024 | $6,084+64.8% | $6,111+64.0% | $6,342+58.0% |
| Admin fee / account holder | $116 | $8,932-98.7% | $7,226-98.4% | $12,315-99.1% |