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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,440 | $183,627-87.2% | $155,602-84.9% | $145,978-83.9% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 17.35% | 61.32%-44.0pp | 64.81%-47.5pp | 550.52%-533.2pp |
| Employer contribution / active EE | $2,065 | $5,316-61.2% | $4,675-55.8% | $4,662-55.7% |
| Participant deferral / active EE | $4,511 | $6,466-30.2% | $5,629-19.9% | $6,690-32.6% |
| Admin fee / account holder | $58 | $19,327-99.7% | $15,923-99.6% | $13,400-99.6% |