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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,466 | $165,399-76.7% | $149,745-74.3% | $158,982-75.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.66% | 348.34%-327.7pp | 276.72%-256.1pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,750 | $5,105-65.7% | $4,646-62.3% | $4,763-63.3% |
| Participant deferral / active EE | $3,709 | $7,183-48.4% | $6,843-45.8% | $5,983-38.0% |
| Admin fee / account holder | $22 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |