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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,530 | $162,812-81.2% | $133,971-77.2% | $158,966-80.8% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 23.19% | 41.94%-18.7pp | 45.09%-21.9pp | 302.95%-279.8pp |
| Employer contribution / active EE | $4,305 | $4,976-13.5% | $3,919+9.8% | $4,762-9.6% |
| Participant deferral / active EE | $4,584 | $5,910-22.4% | $5,047-9.2% | $5,983-23.4% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |