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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,203 | $223,823-82.0% | $211,142-81.0% | $154,746-74.0% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 21.67% | 50.39%-28.7pp | 46.84%-25.2pp | 172.34%-150.7pp |
| Employer contribution / active EE | $4,149 | $6,787-38.9% | $6,442-35.6% | $4,379-5.2% |
| Participant deferral / active EE | $4,777 | $9,750-51.0% | $9,284-48.6% | $6,730-29.0% |
| Admin fee / account holder | $250 | $19,707-98.7% | $19,076-98.7% | $14,365-98.3% |