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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,543 | $107,368-74.3% | $92,915-70.4% | $152,909-82.0% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.5%-5.5pp |
| Annual return | 30.96% | 145.64%-114.7pp | 109.45%-78.5pp | 345.46%-314.5pp |
| Employer contribution / active EE | $1,624 | $4,222-61.5% | $3,653-55.5% | $4,764-65.9% |
| Participant deferral / active EE | $2,965 | $4,848-38.8% | $4,238-30.0% | $5,851-49.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |