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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,465 | $157,296-76.2% | $141,191-73.5% | $152,897-75.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 30.04% | 64.34%-34.3pp | 71.41%-41.4pp | 345.43%-315.4pp |
| Employer contribution / active EE | $1,883 | $5,262-64.2% | $4,736-60.2% | $4,764-60.5% |
| Participant deferral / active EE | $5,336 | $7,111-25.0% | $6,710-20.5% | $5,851-8.8% |
| Admin fee / account holder | $7 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |