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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,845 | $108,922-60.7% | $100,398-57.3% | $145,978-70.6% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 14.61% | 58.04%-43.4pp | 49.32%-34.7pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,521 | $4,426-65.6% | $3,946-61.5% | $4,662-67.4% |
| Participant deferral / active EE | $3,848 | $8,450-54.5% | $8,084-52.4% | $6,690-42.5% |
| Admin fee / account holder | $42 | $9,680-99.6% | $7,893-99.5% | $13,400-99.7% |