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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,374 | $165,399-82.2% | $149,745-80.4% | $158,982-81.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 28.78% | 348.34%-319.6pp | 276.72%-247.9pp | 302.99%-274.2pp |
| Employer contribution / active EE | $1,490 | $5,105-70.8% | $4,646-67.9% | $4,763-68.7% |
| Participant deferral / active EE | $8,011 | $7,183+11.5% | $6,843+17.1% | $5,983+33.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |