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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,252 | $148,629-74.3% | $135,982-71.9% | $139,487-72.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 25.83% | 79.33%-53.5pp | 68.32%-42.5pp | 373.84%-348.0pp |
| Employer contribution / active EE | $2,102 | $5,247-59.9% | $4,859-56.7% | $4,755-55.8% |
| Participant deferral / active EE | $15,755 | $8,102+94.4% | $7,760+103.0% | $6,713+134.7% |
| Admin fee / account holder | $146 | $12,406-98.8% | $10,767-98.6% | $11,407-98.7% |