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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,340 | $90,509-68.7% | $78,693-64.0% | $273,968-89.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 16.12% | 75.61%-59.5pp | 62.18%-46.1pp | 41.45%-25.3pp |
| Employer contribution / active EE | $3,963 | $3,175+24.8% | $2,850+39.0% | $4,869-18.6% |
| Participant deferral / active EE | $5,520 | $3,901+41.5% | $3,517+57.0% | $5,287+4.4% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |