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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,595 | $157,296-69.1% | $141,191-65.6% | $152,897-68.2% |
| Participation rate | 77.3% | 84.8%-7.6pp | 82.5%-5.2pp | 82.5%-5.2pp |
| Annual return | 22.84% | 64.34%-41.5pp | 71.41%-48.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $2,139 | $5,262-59.3% | $4,736-54.8% | $4,764-55.1% |
| Participant deferral / active EE | $4,539 | $7,111-36.2% | $6,710-32.4% | $5,851-22.4% |
| Admin fee / account holder | $123 | $12,125-99.0% | $10,264-98.8% | $11,599-98.9% |