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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,089 | $111,535-87.4% | $105,223-86.6% | $137,256-89.7% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.0%-1.1pp | 80.0%-6.0pp |
| Annual return | 22.42% | 237.85%-215.4pp | 180.65%-158.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,214 | $3,939-69.2% | $3,689-67.1% | $4,156-70.8% |
| Participant deferral / active EE | $2,569 | $5,500-53.3% | $5,072-49.4% | $6,407-59.9% |
| Admin fee / account holder | $151 | $9,721-98.4% | $8,859-98.3% | $12,270-98.8% |