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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,149 | $111,535-78.3% | $105,223-77.0% | $137,256-82.4% |
| Participation rate | 70.8% | 78.1%-7.3pp | 75.0%-4.2pp | 80.0%-9.1pp |
| Annual return | 15.91% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,036 | $3,939-73.7% | $3,689-71.9% | $4,156-75.1% |
| Participant deferral / active EE | $1,932 | $5,500-64.9% | $5,072-61.9% | $6,407-69.8% |
| Admin fee / account holder | $84 | $9,721-99.1% | $8,859-99.1% | $12,270-99.3% |