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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,537 | $70,366-77.9% | $66,674-76.7% | $138,895-88.8% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.7%-3.7pp | 79.9%-9.9pp |
| Annual return | 18.86% | 386.41%-367.5pp | 321.24%-302.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $436 | $2,765-84.2% | $2,620-83.3% | $4,194-89.6% |
| Participant deferral / active EE | $1,364 | $4,374-68.8% | $4,084-66.6% | $6,396-78.7% |
| Admin fee / account holder | $290 | $5,262-94.5% | $5,098-94.3% | $12,562-97.7% |