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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,814 | $157,296-58.2% | $141,191-53.4% | $152,897-57.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 19.85% | 64.34%-44.5pp | 71.41%-51.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $4,610 | $5,262-12.4% | $4,736-2.7% | $4,764-3.2% |
| Participant deferral / active EE | $5,632 | $7,111-20.8% | $6,710-16.1% | $5,851-3.8% |
| Admin fee / account holder | $32 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |