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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,536 | $202,463-84.4% | $169,397-81.4% | $139,487-77.4% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 13.35% | 532.64%-519.3pp | 406.23%-392.9pp | 373.84%-360.5pp |
| Employer contribution / active EE | $2,153 | $4,694-54.1% | $4,013-46.3% | $4,755-54.7% |
| Participant deferral / active EE | $4,407 | $6,941-36.5% | $6,223-29.2% | $6,713-34.4% |
| Admin fee / account holder | $203 | $10,726-98.1% | $9,017-97.7% | $11,407-98.2% |