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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,289 | $150,207-81.8% | $120,380-77.3% | $145,978-81.3% |
| Participation rate | 70.0% | 78.8%-8.8pp | 71.9%-1.9pp | 80.3%-10.3pp |
| Annual return | 12.02% | 154.28%-142.3pp | 107.28%-95.3pp | 550.52%-538.5pp |
| Employer contribution / active EE | $2,077 | $4,351-52.3% | $3,465-40.1% | $4,662-55.4% |
| Participant deferral / active EE | $2,043 | $6,175-66.9% | $4,992-59.1% | $6,690-69.5% |
| Admin fee / account holder | $196 | $12,203-98.4% | $9,421-97.9% | $13,400-98.5% |