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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,945 | $121,677-87.7% | $104,625-85.7% | $158,966-90.6% |
| Participation rate | 73.3% | 77.5%-4.2pp | 74.1%-0.7pp | 82.0%-8.6pp |
| Annual return | 25.54% | 465.58%-440.0pp | 340.60%-315.1pp | 302.95%-277.4pp |
| Employer contribution / active EE | $355 | $3,165-88.8% | $2,681-86.8% | $4,762-92.6% |
| Participant deferral / active EE | $2,635 | $4,175-36.9% | $3,738-29.5% | $5,983-56.0% |
| Admin fee / account holder | $58 | $7,777-99.3% | $6,465-99.1% | $11,250-99.5% |