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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,550 | $154,365-71.8% | $130,231-66.6% | $139,466-68.8% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.3%-1.3pp | 80.3%-5.3pp |
| Annual return | 25.06% | 30.53%-5.5pp | 38.86%-13.8pp | 373.66%-348.6pp |
| Employer contribution / active EE | $1,055 | $5,170-79.6% | $4,126-74.4% | $4,754-77.8% |
| Participant deferral / active EE | $13,976 | $8,498+64.5% | $6,799+105.6% | $6,712+108.2% |
| Admin fee / account holder | $112 | $9,214-98.8% | $6,020-98.1% | $11,409-99.0% |