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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,288 | $155,833-75.4% | $124,693-69.3% | $167,536-77.1% |
| Participation rate | 77.8% | 81.1%-3.3pp | 74.6%+3.2pp | 82.1%-4.3pp |
| Annual return | 13.23% | 17.98%-4.7pp | 5144.19%-5131.0pp | 478.82%-465.6pp |
| Employer contribution / active EE | $2,506 | $4,164-39.8% | $3,324-24.6% | $4,839-48.2% |
| Participant deferral / active EE | $6,175 | $5,675+8.8% | $4,615+33.8% | $6,342-2.6% |
| Admin fee / account holder | $237 | $9,534-97.5% | $7,494-96.8% | $12,315-98.1% |