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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,137 | $108,897-61.3% | $100,378-58.0% | $145,877-71.1% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 15.19% | 58.17%-43.0pp | 49.41%-34.2pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,170 | $4,420-73.5% | $3,942-70.3% | $4,663-74.9% |
| Participant deferral / active EE | $4,440 | $8,455-47.5% | $8,087-45.1% | $6,691-33.6% |
| Admin fee / account holder | $87 | $9,690-99.1% | $7,899-98.9% | $13,402-99.4% |