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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,557 | $105,856-75.9% | $90,161-71.7% | $147,586-82.7% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 17.94% | 37.63%-19.7pp | 34.89%-16.9pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,050 | $4,126-50.3% | $3,318-38.2% | $4,876-58.0% |
| Participant deferral / active EE | $2,050 | $5,733-64.2% | $5,287-61.2% | $5,439-62.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |