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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,316 | $72,071-62.1% | $68,368-60.0% | $137,256-80.1% |
| Participation rate | 76.2% | 76.2%0pp | 73.8%+2.4pp | 80.0%-3.8pp |
| Annual return | 22.11% | 353.14%-331.0pp | 292.57%-270.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,613 | $2,788-6.3% | $2,649-1.4% | $4,156-37.1% |
| Participant deferral / active EE | $3,513 | $4,410-20.3% | $4,123-14.8% | $6,407-45.2% |
| Admin fee / account holder | $160 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |