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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,148 | $157,304-85.3% | $141,197-83.6% | $152,909-84.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 20.44% | 64.34%-43.9pp | 71.41%-51.0pp | 345.46%-325.0pp |
| Employer contribution / active EE | $2,130 | $5,263-59.5% | $4,736-55.0% | $4,764-55.3% |
| Participant deferral / active EE | $5,230 | $7,111-26.5% | $6,710-22.1% | $5,851-10.6% |
| Admin fee / account holder | $267 | $12,126-97.8% | $10,265-97.4% | $11,601-97.7% |