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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,427 | $211,288-86.5% | $178,540-84.1% | $145,884-80.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 13.24% | 30.27%-17.0pp | 27.15%-13.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,855 | $4,574-59.4% | $3,953-53.1% | $4,662-60.2% |
| Participant deferral / active EE | $2,927 | $6,967-58.0% | $6,281-53.4% | $6,690-56.2% |
| Admin fee / account holder | $139 | $12,105-98.8% | $10,424-98.7% | $13,392-99.0% |