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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,855 | $105,929-75.6% | $81,716-68.4% | $158,966-83.7% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 12.99% | 38.19%-25.2pp | 29.49%-16.5pp | 302.95%-290.0pp |
| Employer contribution / active EE | $311 | $7,802-96.0% | $4,310-92.8% | $4,762-93.5% |
| Participant deferral / active EE | $5,263 | $13,007-59.5% | $7,108-25.9% | $5,983-12.0% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |