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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,121 | $176,077-80.1% | $159,455-78.0% | $167,518-79.0% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 19.71% | 331.83%-312.1pp | 263.63%-243.9pp | 478.71%-459.0pp |
| Employer contribution / active EE | $982 | $5,298-81.5% | $4,830-79.7% | $4,838-79.7% |
| Participant deferral / active EE | $8,751 | $7,751+12.9% | $7,353+19.0% | $6,342+38.0% |
| Admin fee / account holder | $25 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |