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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,022 | $106,247-84.9% | $96,515-83.4% | $139,466-88.5% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 24.96% | 38.47%-13.5pp | 35.73%-10.8pp | 373.66%-348.7pp |
| Employer contribution / active EE | $1,855 | $4,106-54.8% | $3,740-50.4% | $4,754-61.0% |
| Participant deferral / active EE | $4,232 | $5,456-22.4% | $4,880-13.3% | $6,712-37.0% |
| Admin fee / account holder | $248 | $7,885-96.9% | $6,735-96.3% | $11,409-97.8% |