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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,836 | $183,539-75.0% | $155,556-70.5% | $145,897-68.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 16.15% | 61.31%-45.2pp | 64.84%-48.7pp | 552.29%-536.1pp |
| Employer contribution / active EE | $3,335 | $5,315-37.3% | $4,675-28.7% | $4,663-28.5% |
| Participant deferral / active EE | $4,206 | $6,467-35.0% | $5,631-25.3% | $6,689-37.1% |
| Admin fee / account holder | $188 | $19,275-99.0% | $15,885-98.8% | $13,390-98.6% |