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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,996 | $106,247-74.6% | $96,515-72.0% | $139,466-80.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 20.81% | 38.47%-17.7pp | 35.73%-14.9pp | 373.66%-352.8pp |
| Employer contribution / active EE | $1,041 | $4,106-74.6% | $3,740-72.2% | $4,754-78.1% |
| Participant deferral / active EE | $1,784 | $5,456-67.3% | $4,880-63.4% | $6,712-73.4% |
| Admin fee / account holder | $169 | $7,885-97.9% | $6,735-97.5% | $11,409-98.5% |