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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,478 | $165,399-80.4% | $149,745-78.3% | $158,982-79.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 18.76% | 348.34%-329.6pp | 276.72%-258.0pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,232 | $5,105-56.3% | $4,646-51.9% | $4,763-53.1% |
| Participant deferral / active EE | $4,638 | $7,183-35.4% | $6,843-32.2% | $5,983-22.5% |
| Admin fee / account holder | $232 | $10,811-97.9% | $9,312-97.5% | $11,252-97.9% |