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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,653 | $166,089-77.9% | $164,928-77.8% | $145,978-74.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 18.44% | 100.26%-81.8pp | 70.08%-51.6pp | 550.52%-532.1pp |
| Employer contribution / active EE | $2,080 | $5,276-60.6% | $4,343-52.1% | $4,662-55.4% |
| Participant deferral / active EE | $3,343 | $6,961-52.0% | $6,034-44.6% | $6,690-50.0% |
| Admin fee / account holder | $104 | $16,641-99.4% | $12,684-99.2% | $13,400-99.2% |