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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,771 | $152,612-72.0% | $125,192-65.8% | $152,897-72.0% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 22.54% | 54.85%-32.3pp | 43.79%-21.2pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,804 | $4,947-63.5% | $3,866-53.3% | $4,764-62.1% |
| Participant deferral / active EE | $4,484 | $5,868-23.6% | $4,937-9.2% | $5,851-23.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |