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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,558 | $138,114-75.7% | $125,391-73.2% | $134,545-75.1% |
| Participation rate | 70.8% | 84.5%-13.7pp | 82.4%-11.6pp | 81.2%-10.4pp |
| Annual return | 3.29% | 750.88%-747.6pp | 572.41%-569.1pp | 418.37%-415.1pp |
| Employer contribution / active EE | $1,458 | $5,246-72.2% | $4,816-69.7% | $4,742-69.2% |
| Participant deferral / active EE | $5,130 | $7,801-34.2% | $7,448-31.1% | $6,401-19.9% |
| Admin fee / account holder | $197 | $11,570-98.3% | $10,009-98.0% | $11,431-98.3% |