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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,692 | $165,381-82.0% | $149,730-80.2% | $158,966-81.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 26.13% | 348.29%-322.2pp | 276.70%-250.6pp | 302.95%-276.8pp |
| Employer contribution / active EE | $2,009 | $5,104-60.6% | $4,645-56.8% | $4,762-57.8% |
| Participant deferral / active EE | $3,824 | $7,182-46.8% | $6,843-44.1% | $5,983-36.1% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |