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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,767 | $111,535-71.5% | $105,223-69.8% | $137,256-76.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 13.40% | 237.85%-224.5pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,683 | $3,939-57.3% | $3,689-54.4% | $4,156-59.5% |
| Participant deferral / active EE | $1,683 | $5,500-69.4% | $5,072-66.8% | $6,407-73.7% |
| Admin fee / account holder | $125 | $9,721-98.7% | $8,859-98.6% | $12,270-99.0% |