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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,812 | $211,239-76.4% | $178,528-72.1% | $145,877-65.9% |
| Participation rate | 73.9% | 80.8%-6.9pp | 77.1%-3.2pp | 80.3%-6.4pp |
| Annual return | 16.43% | 30.22%-13.8pp | 27.11%-10.7pp | 551.28%-534.9pp |
| Employer contribution / active EE | $3,888 | $4,570-14.9% | $3,950-1.6% | $4,663-16.6% |
| Participant deferral / active EE | $6,282 | $6,963-9.8% | $6,278+0.1% | $6,691-6.1% |
| Admin fee / account holder | $268 | $12,095-97.8% | $10,419-97.4% | $13,402-98.0% |