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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,561 | $100,125-89.5% | $81,482-87.0% | $145,978-92.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 13.53% | 34.44%-20.9pp | 24.79%-11.3pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,436 | $2,977-51.8% | $2,463-41.7% | $4,662-69.2% |
| Participant deferral / active EE | $3,354 | $4,609-27.2% | $3,885-13.7% | $6,690-49.9% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |