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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,865 | $107,368-78.7% | $92,915-75.4% | $152,909-85.0% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.5%-9.7pp |
| Annual return | 22.61% | 145.64%-123.0pp | 109.45%-86.8pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,230 | $4,222-70.9% | $3,653-66.3% | $4,764-74.2% |
| Participant deferral / active EE | $4,988 | $4,848+2.9% | $4,238+17.7% | $5,851-14.8% |
| Admin fee / account holder | $239 | $7,082-96.6% | $5,796-95.9% | $11,601-97.9% |