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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,242 | $227,399-82.7% | $189,758-79.3% | $198,609-80.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 21.45% | 61.03%-39.6pp | 52.62%-31.2pp | 202.70%-181.3pp |
| Employer contribution / active EE | $1,941 | $5,526-64.9% | $4,767-59.3% | $5,055-61.6% |
| Participant deferral / active EE | $4,320 | $6,837-36.8% | $5,856-26.2% | $6,977-38.1% |
| Admin fee / account holder | $53 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |