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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,762 | $165,399-72.3% | $149,745-69.4% | $158,982-71.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 28.86% | 348.34%-319.5pp | 276.72%-247.9pp | 302.99%-274.1pp |
| Employer contribution / active EE | $1,417 | $5,105-72.2% | $4,646-69.5% | $4,763-70.2% |
| Participant deferral / active EE | $5,814 | $7,183-19.0% | $6,843-15.0% | $5,983-2.8% |
| Admin fee / account holder | $16 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |