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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,014 | $154,365-81.2% | $130,231-77.7% | $139,427-79.2% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.3%-1.3pp | 80.3%-5.3pp |
| Annual return | 24.34% | 30.34%-6.0pp | 38.77%-14.4pp | 373.27%-348.9pp |
| Employer contribution / active EE | $3,716 | $5,170-28.1% | $4,126-9.9% | $4,752-21.8% |
| Participant deferral / active EE | $4,663 | $8,498-45.1% | $6,799-31.4% | $6,711-30.5% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,404-100.0% |