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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,743 | $108,911-84.6% | $100,392-83.3% | $145,884-88.5% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 23.60% | 58.23%-34.6pp | 49.45%-25.9pp | 551.85%-528.2pp |
| Employer contribution / active EE | $3,450 | $4,420-21.9% | $3,941-12.5% | $4,662-26.0% |
| Participant deferral / active EE | $5,512 | $8,459-34.8% | $8,090-31.9% | $6,690-17.6% |
| Admin fee / account holder | $20 | $9,698-99.8% | $7,904-99.7% | $13,392-99.9% |