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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,686 | $166,268-56.9% | $165,100-56.6% | $145,897-50.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.09% | 100.52%-88.4pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,703 | $5,284-67.8% | $4,348-60.8% | $4,663-63.5% |
| Participant deferral / active EE | $2,200 | $6,964-68.4% | $6,035-63.5% | $6,689-67.1% |
| Admin fee / account holder | $20 | $16,659-99.9% | $12,696-99.8% | $13,390-99.9% |