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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,798 | $160,070-82.0% | $147,117-80.4% | $145,897-80.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 11.60% | 98.69%-87.1pp | 420.54%-408.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,217 | $5,285-77.0% | $4,932-75.3% | $4,663-73.9% |
| Participant deferral / active EE | $3,074 | $8,419-63.5% | $8,065-61.9% | $6,689-54.1% |
| Admin fee / account holder | $214 | $15,035-98.6% | $12,993-98.4% | $13,390-98.4% |