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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,399 | $227,597-77.9% | $189,575-73.4% | $167,536-69.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 12.56% | 78.44%-65.9pp | 64.19%-51.6pp | 478.82%-466.3pp |
| Employer contribution / active EE | $825 | $5,316-84.5% | $4,412-81.3% | $4,839-82.9% |
| Participant deferral / active EE | $4,731 | $7,002-32.4% | $6,174-23.4% | $6,342-25.4% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |