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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,230 | $211,239-68.6% | $178,528-62.9% | $145,877-54.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.62% | 30.22%-15.6pp | 27.11%-12.5pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,809 | $4,570-60.4% | $3,950-54.2% | $4,663-61.2% |
| Participant deferral / active EE | $6,621 | $6,963-4.9% | $6,278+5.5% | $6,691-1.0% |
| Admin fee / account holder | $20 | $12,095-99.8% | $10,419-99.8% | $13,402-99.9% |