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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,856 | $97,750-78.7% | $103,464-79.8% | $145,959-85.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 9.82% | 25.43%-15.6pp | 23.91%-14.1pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,371 | $4,685-70.7% | $4,677-70.7% | $4,661-70.6% |
| Participant deferral / active EE | $2,911 | $6,603-55.9% | $6,624-56.1% | $6,689-56.5% |
| Admin fee / account holder | $209 | $12,515-98.3% | $9,410-97.8% | $13,398-98.4% |