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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,369 | $106,247-81.8% | $96,515-79.9% | $139,466-86.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 36.61% | 38.47%-1.9pp | 35.73%+0.9pp | 373.66%-337.1pp |
| Employer contribution / active EE | $1,982 | $4,106-51.7% | $3,740-47.0% | $4,754-58.3% |
| Participant deferral / active EE | $4,699 | $5,456-13.9% | $4,880-3.7% | $6,712-30.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |