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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,960 | $165,399-81.3% | $149,745-79.3% | $158,982-80.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 22.73% | 348.34%-325.6pp | 276.72%-254.0pp | 302.99%-280.3pp |
| Employer contribution / active EE | $2,247 | $5,105-56.0% | $4,646-51.6% | $4,763-52.8% |
| Participant deferral / active EE | $3,613 | $7,183-49.7% | $6,843-47.2% | $5,983-39.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |