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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,908 | $117,895-78.9% | $102,460-75.7% | $145,897-82.9% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 18.77% | 31.92%-13.2pp | 29.47%-10.7pp | 552.29%-533.5pp |
| Employer contribution / active EE | $4,490 | $3,619+24.1% | $3,025+48.4% | $4,663-3.7% |
| Participant deferral / active EE | $7,900 | $5,736+37.7% | $5,056+56.2% | $6,689+18.1% |
| Admin fee / account holder | $45 | $13,353-99.7% | $9,460-99.5% | $13,390-99.7% |