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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,950 | $111,535-87.5% | $105,223-86.7% | $137,256-89.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 19.65% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,688 | $3,939-57.2% | $3,689-54.2% | $4,156-59.4% |
| Participant deferral / active EE | $2,232 | $5,500-59.4% | $5,072-56.0% | $6,407-65.2% |
| Admin fee / account holder | $196 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |