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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,319 | $70,366-74.0% | $66,674-72.5% | $138,895-86.8% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 23.40% | 386.41%-363.0pp | 321.24%-297.8pp | 145.39%-122.0pp |
| Employer contribution / active EE | $2,038 | $2,765-26.3% | $2,620-22.2% | $4,194-51.4% |
| Participant deferral / active EE | $2,866 | $4,374-34.5% | $4,084-29.8% | $6,396-55.2% |
| Admin fee / account holder | $13 | $5,262-99.8% | $5,098-99.7% | $12,562-99.9% |