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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,701 | $208,088-89.1% | $186,193-87.8% | $154,746-85.3% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.1%-7.1pp | 80.7%-10.7pp |
| Annual return | 16.37% | 89.97%-73.6pp | 78.03%-61.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,999 | $4,340-53.9% | $3,918-49.0% | $4,379-54.4% |
| Participant deferral / active EE | $3,338 | $7,078-52.8% | $6,513-48.7% | $6,730-50.4% |
| Admin fee / account holder | $141 | $11,698-98.8% | $11,058-98.7% | $14,365-99.0% |