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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,989 | $148,623-87.2% | $135,974-86.0% | $139,466-86.4% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 23.43% | 79.30%-55.9pp | 68.30%-44.9pp | 373.66%-350.2pp |
| Employer contribution / active EE | $1,988 | $5,246-62.1% | $4,859-59.1% | $4,754-58.2% |
| Participant deferral / active EE | $2,649 | $8,103-67.3% | $7,760-65.9% | $6,712-60.5% |
| Admin fee / account holder | $73 | $12,406-99.4% | $10,767-99.3% | $11,409-99.4% |