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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,592 | $183,627-89.9% | $155,602-88.1% | $145,978-87.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.93% | 61.32%-44.4pp | 64.81%-47.9pp | 550.52%-533.6pp |
| Employer contribution / active EE | $1,689 | $5,316-68.2% | $4,675-63.9% | $4,662-63.8% |
| Participant deferral / active EE | $3,581 | $6,466-44.6% | $5,629-36.4% | $6,690-46.5% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |