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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,915 | $157,276-82.3% | $141,177-80.2% | $152,885-81.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 27.24% | 64.33%-37.1pp | 71.40%-44.2pp | 345.39%-318.1pp |
| Employer contribution / active EE | $1,472 | $5,262-72.0% | $4,736-68.9% | $4,763-69.1% |
| Participant deferral / active EE | $3,980 | $7,110-44.0% | $6,710-40.7% | $5,851-32.0% |
| Admin fee / account holder | $20 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |