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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,381 | $165,361-86.5% | $149,715-85.1% | $158,950-85.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.00% | 348.24%-328.2pp | 276.66%-256.7pp | 302.91%-282.9pp |
| Employer contribution / active EE | $1,536 | $5,103-69.9% | $4,645-66.9% | $4,762-67.7% |
| Participant deferral / active EE | $2,421 | $7,182-66.3% | $6,842-64.6% | $5,983-59.5% |
| Admin fee / account holder | $19 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |