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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,961 | $113,338-75.3% | $94,993-70.6% | $147,586-81.1% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 18.24% | 20.80%-2.6pp | 27.14%-8.9pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,438 | $3,160-54.5% | $2,603-44.8% | $4,876-70.5% |
| Participant deferral / active EE | $1,737 | $3,777-54.0% | $3,317-47.6% | $5,439-68.1% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |