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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,992 | $157,276-68.8% | $141,177-65.3% | $152,885-68.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 28.55% | 64.33%-35.8pp | 71.40%-42.9pp | 345.39%-316.8pp |
| Employer contribution / active EE | $3,088 | $5,262-41.3% | $4,736-34.8% | $4,763-35.2% |
| Participant deferral / active EE | $5,919 | $7,110-16.8% | $6,710-11.8% | $5,851+1.2% |
| Admin fee / account holder | $228 | $12,123-98.1% | $10,263-97.8% | $11,598-98.0% |