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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,125 | $111,535-72.1% | $105,223-70.4% | $137,256-77.3% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 23.14% | 237.85%-214.7pp | 180.65%-157.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,354 | $3,939-65.6% | $3,689-63.3% | $4,156-67.4% |
| Participant deferral / active EE | $2,352 | $5,500-57.2% | $5,072-53.6% | $6,407-63.3% |
| Admin fee / account holder | $268 | $9,721-97.2% | $8,859-97.0% | $12,270-97.8% |