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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,987 | $109,344-86.3% | $89,400-83.2% | $158,950-90.6% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 35.58% | 345.73%-310.1pp | 245.64%-210.1pp | 302.91%-267.3pp |
| Employer contribution / active EE | $1,317 | $3,170-58.4% | $2,586-49.1% | $4,762-72.3% |
| Participant deferral / active EE | $3,398 | $4,599-26.1% | $3,890-12.6% | $5,983-43.2% |
| Admin fee / account holder | $199 | $6,154-96.8% | $4,882-95.9% | $11,248-98.2% |