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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,658 | $157,296-77.3% | $141,191-74.7% | $152,897-76.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 26.77% | 64.34%-37.6pp | 71.41%-44.6pp | 345.43%-318.7pp |
| Employer contribution / active EE | $2,442 | $5,262-53.6% | $4,736-48.4% | $4,764-48.7% |
| Participant deferral / active EE | $5,208 | $7,111-26.8% | $6,710-22.4% | $5,851-11.0% |
| Admin fee / account holder | $136 | $12,125-98.9% | $10,264-98.7% | $11,599-98.8% |