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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,894 | $165,399-78.9% | $149,745-76.7% | $158,982-78.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.18% | 348.34%-328.2pp | 276.72%-256.5pp | 302.99%-282.8pp |
| Employer contribution / active EE | $1,218 | $5,105-76.1% | $4,646-73.8% | $4,763-74.4% |
| Participant deferral / active EE | $5,919 | $7,183-17.6% | $6,843-13.5% | $5,983-1.1% |
| Admin fee / account holder | $82 | $10,811-99.2% | $9,312-99.1% | $11,252-99.3% |