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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,525 | $183,516-90.5% | $155,534-88.7% | $145,884-88.0% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 15.76% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,878 | $5,315-64.7% | $4,675-59.8% | $4,662-59.7% |
| Participant deferral / active EE | $2,054 | $6,467-68.2% | $5,630-63.5% | $6,690-69.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |