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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,805 | $157,304-85.5% | $141,197-83.8% | $152,909-85.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.88% | 64.34%-40.5pp | 71.41%-47.5pp | 345.46%-321.6pp |
| Employer contribution / active EE | $1,212 | $5,263-77.0% | $4,736-74.4% | $4,764-74.6% |
| Participant deferral / active EE | $4,230 | $7,111-40.5% | $6,710-37.0% | $5,851-27.7% |
| Admin fee / account holder | $296 | $12,126-97.6% | $10,265-97.1% | $11,601-97.4% |