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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,264 | $157,304-79.5% | $141,197-77.2% | $152,909-78.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 23.40% | 64.34%-40.9pp | 71.41%-48.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $1,727 | $5,263-67.2% | $4,736-63.5% | $4,764-63.7% |
| Participant deferral / active EE | $6,942 | $7,111-2.4% | $6,710+3.5% | $5,851+18.6% |
| Admin fee / account holder | $232 | $12,126-98.1% | $10,265-97.7% | $11,601-98.0% |