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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,121 | $227,291-85.9% | $214,702-85.0% | $155,188-79.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 19.38% | 60.08%-40.7pp | 54.55%-35.2pp | 148.84%-129.5pp |
| Employer contribution / active EE | $2,609 | $6,772-61.5% | $6,461-59.6% | $4,248-38.6% |
| Participant deferral / active EE | $4,526 | $9,582-52.8% | $9,147-50.5% | $6,531-30.7% |
| Admin fee / account holder | $272 | $20,413-98.7% | $19,830-98.6% | $14,480-98.1% |