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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,782 | $89,367-67.8% | $141,191-79.6% | $72,975-60.6% |
| Participation rate | 73.3% | 75.1%-1.8pp | 82.5%-9.1pp | 69.5%+3.8pp |
| Annual return | 25.83% | 111.87%-86.0pp | 71.41%-45.6pp | 81.01%-55.2pp |
| Employer contribution / active EE | $2,155 | $3,115-30.8% | $4,736-54.5% | $2,440-11.7% |
| Participant deferral / active EE | $3,668 | $5,419-32.3% | $6,710-45.3% | $3,608+1.7% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |