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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,440 | $157,296-80.0% | $141,191-77.7% | $152,897-79.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 33.75% | 64.34%-30.6pp | 71.41%-37.7pp | 345.43%-311.7pp |
| Employer contribution / active EE | $1,715 | $5,262-67.4% | $4,736-63.8% | $4,764-64.0% |
| Participant deferral / active EE | $10,067 | $7,111+41.6% | $6,710+50.0% | $5,851+72.0% |
| Admin fee / account holder | $139 | $12,125-98.9% | $10,264-98.6% | $11,599-98.8% |