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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,115 | $176,105-84.0% | $159,474-82.4% | $167,536-83.2% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.61% | 331.91%-319.3pp | 263.68%-251.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,681 | $5,299-68.3% | $4,831-65.2% | $4,839-65.3% |
| Participant deferral / active EE | $4,326 | $7,751-44.2% | $7,353-41.2% | $6,342-31.8% |
| Admin fee / account holder | $149 | $12,559-98.8% | $10,802-98.6% | $12,315-98.8% |