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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,650 | $157,296-79.2% | $141,191-76.9% | $152,897-78.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 27.18% | 64.34%-37.2pp | 71.41%-44.2pp | 345.43%-318.3pp |
| Employer contribution / active EE | $1,169 | $5,262-77.8% | $4,736-75.3% | $4,764-75.5% |
| Participant deferral / active EE | $4,337 | $7,111-39.0% | $6,710-35.4% | $5,851-25.9% |
| Admin fee / account holder | $13 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |