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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,896 | $105,856-53.8% | $90,161-45.8% | $147,585-66.9% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 19.00% | 37.63%-18.6pp | 34.89%-15.9pp | 578.58%-559.6pp |
| Employer contribution / active EE | $10,406 | $4,126+152.2% | $3,318+213.6% | $4,876+113.4% |
| Participant deferral / active EE | $8,750 | $5,733+52.6% | $5,287+65.5% | $5,439+60.9% |
| Admin fee / account holder | $4 | $8,046-99.9% | $5,943-99.9% | $10,886-100.0% |