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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,393 | $185,883-79.3% | $170,043-77.4% | $139,466-72.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 16.00% | 60.54%-44.5pp | 53.40%-37.4pp | 373.66%-357.7pp |
| Employer contribution / active EE | $5,205 | $7,596-31.5% | $6,790-23.3% | $4,754+9.5% |
| Participant deferral / active EE | $4,863 | $11,626-58.2% | $10,410-53.3% | $6,712-27.6% |
| Admin fee / account holder | $1 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |