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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,419 | $157,296-60.3% | $141,191-55.8% | $152,897-59.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 18.93% | 64.34%-45.4pp | 71.41%-52.5pp | 345.43%-326.5pp |
| Employer contribution / active EE | $2,010 | $5,262-61.8% | $4,736-57.6% | $4,764-57.8% |
| Participant deferral / active EE | $5,172 | $7,111-27.3% | $6,710-22.9% | $5,851-11.6% |
| Admin fee / account holder | $131 | $12,125-98.9% | $10,264-98.7% | $11,599-98.9% |