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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,063 | $129,737-86.1% | $119,126-84.8% | $154,746-88.3% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 16.90% | 379.08%-362.2pp | 282.11%-265.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $4,001 | $4,375-8.6% | $4,034-0.8% | $4,379-8.6% |
| Participant deferral / active EE | $2,312 | $5,842-60.4% | $5,318-56.5% | $6,730-65.7% |
| Admin fee / account holder | $148 | $11,961-98.8% | $10,693-98.6% | $14,365-99.0% |