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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,174 | $165,361-83.0% | $149,715-81.2% | $158,950-82.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 22.02% | 348.24%-326.2pp | 276.66%-254.6pp | 302.91%-280.9pp |
| Employer contribution / active EE | $1,116 | $5,103-78.1% | $4,645-76.0% | $4,762-76.6% |
| Participant deferral / active EE | $2,366 | $7,182-67.0% | $6,842-65.4% | $5,983-60.4% |
| Admin fee / account holder | $40 | $10,808-99.6% | $9,310-99.6% | $11,248-99.6% |