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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,085 | $110,379-89.1% | $102,412-88.2% | $145,884-91.7% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 15.60% | 24.84%-9.2pp | 24.94%-9.3pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,633 | $4,216-61.3% | $3,870-57.8% | $4,662-65.0% |
| Participant deferral / active EE | $1,829 | $5,622-67.5% | $5,060-63.9% | $6,690-72.7% |
| Admin fee / account holder | $74 | $9,745-99.2% | $8,388-99.1% | $13,392-99.4% |