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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,215 | $104,924-74.1% | $84,623-67.8% | $152,885-82.2% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.5%-11.0pp |
| Annual return | 28.84% | 373.82%-345.0pp | 258.77%-229.9pp | 345.39%-316.5pp |
| Employer contribution / active EE | $1,585 | $3,302-52.0% | $2,652-40.2% | $4,763-66.7% |
| Participant deferral / active EE | $2,308 | $4,689-50.8% | $3,899-40.8% | $5,851-60.5% |
| Admin fee / account holder | $134 | $6,242-97.9% | $4,913-97.3% | $11,598-98.8% |