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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,546 | $183,516-90.4% | $155,534-88.7% | $145,884-88.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.73% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,620 | $5,315-69.5% | $4,675-65.4% | $4,662-65.3% |
| Participant deferral / active EE | $2,513 | $6,467-61.1% | $5,630-55.4% | $6,690-62.4% |
| Admin fee / account holder | $247 | $19,293-98.7% | $15,900-98.4% | $13,392-98.2% |