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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,226 | $165,381-83.5% | $149,730-81.8% | $158,966-82.9% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 17.92% | 348.29%-330.4pp | 276.70%-258.8pp | 302.95%-285.0pp |
| Employer contribution / active EE | $1,871 | $5,104-63.3% | $4,645-59.7% | $4,762-60.7% |
| Participant deferral / active EE | $3,888 | $7,182-45.9% | $6,843-43.2% | $5,983-35.0% |
| Admin fee / account holder | $32 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |