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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,355 | $227,291-84.4% | $214,702-83.5% | $155,188-77.2% |
| Participation rate | 71.4% | 88.0%-16.5pp | 87.5%-16.0pp | 80.8%-9.4pp |
| Annual return | 24.41% | 60.08%-35.7pp | 54.55%-30.1pp | 148.84%-124.4pp |
| Employer contribution / active EE | $1,636 | $6,772-75.8% | $6,461-74.7% | $4,248-61.5% |
| Participant deferral / active EE | $4,082 | $9,582-57.4% | $9,147-55.4% | $6,531-37.5% |
| Admin fee / account holder | $68 | $20,413-99.7% | $19,830-99.7% | $14,480-99.5% |