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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,619 | $109,372-83.9% | $89,414-80.3% | $158,966-88.9% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | 22.89% | 345.55%-322.7pp | 245.50%-222.6pp | 302.95%-280.1pp |
| Employer contribution / active EE | $1,963 | $3,171-38.1% | $2,586-24.1% | $4,762-58.8% |
| Participant deferral / active EE | $1,963 | $4,598-57.3% | $3,890-49.5% | $5,983-67.2% |
| Admin fee / account holder | $3 | $6,156-100.0% | $4,883-99.9% | $11,250-100.0% |