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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,217 | $103,008-82.3% | $90,304-79.8% | $152,897-88.1% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.5%-9.7pp |
| Annual return | 31.54% | 95.22%-63.7pp | 78.13%-46.6pp | 345.43%-313.9pp |
| Employer contribution / active EE | $1,599 | $3,139-49.1% | $2,855-44.0% | $4,764-66.4% |
| Participant deferral / active EE | $4,793 | $4,281+12.0% | $3,885+23.4% | $5,851-18.1% |
| Admin fee / account holder | $44 | $6,175-99.3% | $5,354-99.2% | $11,599-99.6% |