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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,137 | $108,922-61.3% | $100,398-58.0% | $145,978-71.1% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 15.19% | 58.04%-42.9pp | 49.32%-34.1pp | 550.52%-535.3pp |
| Employer contribution / active EE | $1,170 | $4,426-73.6% | $3,946-70.3% | $4,662-74.9% |
| Participant deferral / active EE | $4,440 | $8,450-47.5% | $8,084-45.1% | $6,690-33.6% |
| Admin fee / account holder | $87 | $9,680-99.1% | $7,893-98.9% | $13,400-99.4% |