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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,340 | $202,463-89.0% | $169,397-86.8% | $139,487-84.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 29.12% | 532.64%-503.5pp | 406.23%-377.1pp | 373.84%-344.7pp |
| Employer contribution / active EE | $1,834 | $4,694-60.9% | $4,013-54.3% | $4,755-61.4% |
| Participant deferral / active EE | $2,422 | $6,941-65.1% | $6,223-61.1% | $6,713-63.9% |
| Admin fee / account holder | $75 | $10,726-99.3% | $9,017-99.2% | $11,407-99.3% |