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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,072 | $157,304-80.2% | $141,197-78.0% | $152,909-79.7% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.5%-6.3pp |
| Annual return | 25.82% | 64.34%-38.5pp | 71.41%-45.6pp | 345.46%-319.6pp |
| Employer contribution / active EE | $1,714 | $5,263-67.4% | $4,736-63.8% | $4,764-64.0% |
| Participant deferral / active EE | $2,353 | $7,111-66.9% | $6,710-64.9% | $5,851-59.8% |
| Admin fee / account holder | $50 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |