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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,851 | $129,737-70.8% | $119,126-68.2% | $154,746-75.5% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 21.98% | 379.08%-357.1pp | 282.11%-260.1pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,924 | $4,375-56.0% | $4,034-52.3% | $4,379-56.1% |
| Participant deferral / active EE | $2,987 | $5,842-48.9% | $5,318-43.8% | $6,730-55.6% |
| Admin fee / account holder | $79 | $11,961-99.3% | $10,693-99.3% | $14,365-99.5% |