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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,025 | $157,276-59.3% | $141,177-54.6% | $152,885-58.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 23.26% | 64.33%-41.1pp | 71.40%-48.1pp | 345.39%-322.1pp |
| Employer contribution / active EE | $2,535 | $5,262-51.8% | $4,736-46.5% | $4,763-46.8% |
| Participant deferral / active EE | $5,555 | $7,110-21.9% | $6,710-17.2% | $5,851-5.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |