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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,991 | $157,296-65.0% | $141,191-61.1% | $152,897-64.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.72% | 64.34%-43.6pp | 71.41%-50.7pp | 345.43%-324.7pp |
| Employer contribution / active EE | $2,814 | $5,262-46.5% | $4,736-40.6% | $4,764-40.9% |
| Participant deferral / active EE | $4,380 | $7,111-38.4% | $6,710-34.7% | $5,851-25.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |