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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,014 | $154,467-81.2% | $130,270-77.7% | $139,487-79.2% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.3%-1.3pp | 80.3%-5.3pp |
| Annual return | 24.34% | 30.58%-6.2pp | 38.89%-14.6pp | 373.84%-349.5pp |
| Employer contribution / active EE | $3,716 | $5,175-28.2% | $4,128-10.0% | $4,755-21.8% |
| Participant deferral / active EE | $4,663 | $8,497-45.1% | $6,797-31.4% | $6,713-30.5% |
| Admin fee / account holder | $0 | $9,222-100.0% | $6,022-100.0% | $11,407-100.0% |