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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,689 | $183,516-83.3% | $155,534-80.3% | $145,884-79.0% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 13.36% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,488 | $5,315-72.0% | $4,675-68.2% | $4,662-68.1% |
| Participant deferral / active EE | $2,676 | $6,467-58.6% | $5,630-52.5% | $6,690-60.0% |
| Admin fee / account holder | $129 | $19,293-99.3% | $15,900-99.2% | $13,392-99.0% |