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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,851 | $171,492-77.9% | $150,734-74.9% | $198,609-80.9% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 21.98% | 804.70%-782.7pp | 600.81%-578.8pp | 202.70%-180.7pp |
| Employer contribution / active EE | $1,924 | $5,470-64.8% | $4,918-60.9% | $5,055-62.0% |
| Participant deferral / active EE | $2,987 | $6,259-52.3% | $5,610-46.8% | $6,977-57.2% |
| Admin fee / account holder | $79 | $17,628-99.6% | $14,905-99.5% | $19,030-99.6% |