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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,219 | $115,810-76.5% | $101,271-73.1% | $158,966-82.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 17.41% | 56.15%-38.7pp | 46.48%-29.1pp | 302.95%-285.5pp |
| Employer contribution / active EE | $1,557 | $4,175-62.7% | $3,660-57.5% | $4,762-67.3% |
| Participant deferral / active EE | $3,178 | $4,958-35.9% | $4,371-27.3% | $5,983-46.9% |
| Admin fee / account holder | $20 | $7,248-99.7% | $5,948-99.7% | $11,250-99.8% |