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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,228 | $228,395-86.8% | $185,861-83.7% | $158,982-81.0% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 16.53% | 40.82%-24.3pp | 35.96%-19.4pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,597 | $4,968-67.9% | $4,088-60.9% | $4,763-66.5% |
| Participant deferral / active EE | $3,713 | $6,417-42.1% | $5,634-34.1% | $5,983-38.0% |
| Admin fee / account holder | $219 | $11,869-98.2% | $9,503-97.7% | $11,252-98.0% |