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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,620 | $129,737-80.3% | $119,126-78.5% | $154,746-83.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 22.66% | 379.08%-356.4pp | 282.11%-259.5pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,571 | $4,375-64.1% | $4,034-61.1% | $4,379-64.1% |
| Participant deferral / active EE | $4,187 | $5,842-28.3% | $5,318-21.3% | $6,730-37.8% |
| Admin fee / account holder | $49 | $11,961-99.6% | $10,693-99.5% | $14,365-99.7% |