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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,174 | $165,399-83.0% | $149,745-81.2% | $158,982-82.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 22.02% | 348.34%-326.3pp | 276.72%-254.7pp | 302.99%-281.0pp |
| Employer contribution / active EE | $1,116 | $5,105-78.1% | $4,646-76.0% | $4,763-76.6% |
| Participant deferral / active EE | $2,366 | $7,183-67.1% | $6,843-65.4% | $5,983-60.5% |
| Admin fee / account holder | $40 | $10,811-99.6% | $9,312-99.6% | $11,252-99.6% |