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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,430 | $227,633-66.0% | $189,597-59.2% | $167,553-53.8% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 19.62% | 78.45%-58.8pp | 64.20%-44.6pp | 478.89%-459.3pp |
| Employer contribution / active EE | $3,218 | $5,317-39.5% | $4,412-27.1% | $4,840-33.5% |
| Participant deferral / active EE | $12,420 | $7,003+77.4% | $6,174+101.2% | $6,343+95.8% |
| Admin fee / account holder | $240 | $11,879-98.0% | $9,807-97.6% | $12,316-98.1% |