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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,467 | $156,616-80.5% | $133,346-77.2% | $198,609-84.7% |
| Participation rate | 71.4% | 77.7%-6.3pp | 72.8%-1.4pp | 82.4%-10.9pp |
| Annual return | 15.89% | 44.25%-28.4pp | 36.85%-21.0pp | 202.70%-186.8pp |
| Employer contribution / active EE | $1,861 | $3,368-44.7% | $2,853-34.8% | $5,055-63.2% |
| Participant deferral / active EE | $2,277 | $4,920-53.7% | $4,332-47.4% | $6,977-67.4% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |