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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,821 | $108,897-85.5% | $100,378-84.2% | $145,877-89.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 27.14% | 58.17%-31.0pp | 49.41%-22.3pp | 551.28%-524.1pp |
| Employer contribution / active EE | $2,250 | $4,420-49.1% | $3,942-42.9% | $4,663-51.7% |
| Participant deferral / active EE | $3,375 | $8,455-60.1% | $8,087-58.3% | $6,691-49.6% |
| Admin fee / account holder | $17 | $9,690-99.8% | $7,899-99.8% | $13,402-99.9% |