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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,260 | $83,337-76.9% | $67,834-71.6% | $273,972-93.0% |
| Participation rate | 71.4% | 76.4%-5.0pp | 68.8%+2.6pp | 83.0%-11.6pp |
| Annual return | 5.99% | 259.45%-253.5pp | 138.47%-132.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,184 | $3,287-64.0% | $2,403-50.7% | $4,869-75.7% |
| Participant deferral / active EE | $1,915 | $4,088-53.2% | $3,160-39.4% | $5,287-63.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |