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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,631 | $157,296-52.6% | $141,191-47.1% | $152,897-51.2% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.5%-11.9pp |
| Annual return | 24.96% | 64.34%-39.4pp | 71.41%-46.4pp | 345.43%-320.5pp |
| Employer contribution / active EE | $1,428 | $5,262-72.9% | $4,736-69.8% | $4,764-70.0% |
| Participant deferral / active EE | $4,213 | $7,111-40.7% | $6,710-37.2% | $5,851-28.0% |
| Admin fee / account holder | $101 | $12,125-99.2% | $10,264-99.0% | $11,599-99.1% |