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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,369 | $165,381-84.7% | $149,730-83.1% | $158,966-84.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 22.00% | 348.29%-326.3pp | 276.70%-254.7pp | 302.95%-281.0pp |
| Employer contribution / active EE | $1,001 | $5,104-80.4% | $4,645-78.5% | $4,762-79.0% |
| Participant deferral / active EE | $2,934 | $7,182-59.1% | $6,843-57.1% | $5,983-51.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |