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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,633 | $110,379-77.7% | $102,412-75.9% | $145,884-83.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 10.86% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,211 | $4,216-71.3% | $3,870-68.7% | $4,662-74.0% |
| Participant deferral / active EE | $4,119 | $5,622-26.7% | $5,060-18.6% | $6,690-38.4% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |