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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,114 | $209,425-81.3% | $178,499-78.1% | $158,966-75.4% |
| Participation rate | 70.6% | 86.4%-15.8pp | 81.9%-11.3pp | 82.0%-11.4pp |
| Annual return | 15.44% | 188.80%-173.4pp | 151.10%-135.7pp | 302.95%-287.5pp |
| Employer contribution / active EE | $4,860 | $5,707-14.8% | $5,011-3.0% | $4,762+2.0% |
| Participant deferral / active EE | $5,324 | $5,955-10.6% | $5,202+2.3% | $5,983-11.0% |
| Admin fee / account holder | $187 | $17,078-98.9% | $13,986-98.7% | $11,250-98.3% |