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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,499 | $105,856-82.5% | $90,161-79.5% | $147,586-87.5% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 21.19% | 37.63%-16.4pp | 34.89%-13.7pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,899 | $4,126-54.0% | $3,318-42.8% | $4,876-61.0% |
| Participant deferral / active EE | $1,964 | $5,733-65.7% | $5,287-62.9% | $5,439-63.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |