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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,692 | $115,810-72.6% | $101,271-68.7% | $158,966-80.1% |
| Participation rate | 70.6% | 79.4%-8.8pp | 75.8%-5.2pp | 82.0%-11.4pp |
| Annual return | 7.49% | 56.15%-48.7pp | 46.48%-39.0pp | 302.95%-295.5pp |
| Employer contribution / active EE | $1,214 | $4,175-70.9% | $3,660-66.8% | $4,762-74.5% |
| Participant deferral / active EE | $1,512 | $4,958-69.5% | $4,371-65.4% | $5,983-74.7% |
| Admin fee / account holder | $157 | $7,248-97.8% | $5,948-97.4% | $11,250-98.6% |