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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,414 | $176,105-78.2% | $159,474-75.9% | $167,536-77.1% |
| Participation rate | 78.6% | 85.0%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 15.42% | 331.91%-316.5pp | 263.68%-248.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $5,056 | $5,299-4.6% | $4,831+4.7% | $4,839+4.5% |
| Participant deferral / active EE | $4,687 | $7,751-39.5% | $7,353-36.3% | $6,342-26.1% |
| Admin fee / account holder | $207 | $12,559-98.4% | $10,802-98.1% | $12,315-98.3% |