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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,533 | $227,291-84.4% | $214,702-83.4% | $155,188-77.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 19.55% | 60.08%-40.5pp | 54.55%-35.0pp | 148.84%-129.3pp |
| Employer contribution / active EE | $1,806 | $6,772-73.3% | $6,461-72.0% | $4,248-57.5% |
| Participant deferral / active EE | $6,549 | $9,582-31.7% | $9,147-28.4% | $6,531+0.3% |
| Admin fee / account holder | $92 | $20,413-99.6% | $19,830-99.5% | $14,480-99.4% |