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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,517 | $100,901-79.7% | $75,501-72.8% | $147,586-86.1% |
| Participation rate | 72.7% | 77.1%-4.4pp | 72.4%+0.4pp | 82.8%-10.1pp |
| Annual return | 23.69% | 35.78%-12.1pp | 27.35%-3.7pp | 578.59%-554.9pp |
| Employer contribution / active EE | $1,733 | $3,253-46.7% | $2,352-26.3% | $4,876-64.5% |
| Participant deferral / active EE | $4,244 | $4,027+5.4% | $3,142+35.1% | $5,439-22.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |