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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,420 | $110,410-70.6% | $102,437-68.4% | $145,897-77.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.48% | 24.85%-9.4pp | 24.95%-9.5pp | 552.29%-536.8pp |
| Employer contribution / active EE | $1,092 | $4,217-74.1% | $3,871-71.8% | $4,663-76.6% |
| Participant deferral / active EE | $1,727 | $5,622-69.3% | $5,060-65.9% | $6,689-74.2% |
| Admin fee / account holder | $8 | $9,745-99.9% | $8,388-99.9% | $13,390-99.9% |