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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,225 | $108,897-79.6% | $100,378-77.9% | $145,877-84.8% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 15.54% | 58.17%-42.6pp | 49.41%-33.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,000 | $4,420-54.8% | $3,942-49.3% | $4,663-57.1% |
| Participant deferral / active EE | $2,780 | $8,455-67.1% | $8,087-65.6% | $6,691-58.5% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |