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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,922 | $148,629-81.2% | $135,982-79.5% | $139,487-80.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.26% | 79.33%-57.1pp | 68.32%-46.1pp | 373.84%-351.6pp |
| Employer contribution / active EE | $1,412 | $5,247-73.1% | $4,859-71.0% | $4,755-70.3% |
| Participant deferral / active EE | $13,564 | $8,102+67.4% | $7,760+74.8% | $6,713+102.1% |
| Admin fee / account holder | $36 | $12,406-99.7% | $10,767-99.7% | $11,407-99.7% |