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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,689 | $183,592-83.3% | $155,574-80.3% | $145,877-79.0% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 13.36% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,488 | $5,317-72.0% | $4,676-68.2% | $4,663-68.1% |
| Participant deferral / active EE | $2,676 | $6,466-58.6% | $5,629-52.5% | $6,691-60.0% |
| Admin fee / account holder | $129 | $19,316-99.3% | $15,914-99.2% | $13,402-99.0% |