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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,309 | $148,582-83.0% | $135,942-81.4% | $139,456-81.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 35.77% | 79.26%-43.5pp | 68.28%-32.5pp | 373.45%-337.7pp |
| Employer contribution / active EE | $2,051 | $5,245-60.9% | $4,858-57.8% | $4,753-56.9% |
| Participant deferral / active EE | $7,208 | $8,101-11.0% | $7,759-7.1% | $6,711+7.4% |
| Admin fee / account holder | $275 | $12,402-97.8% | $10,764-97.4% | $11,407-97.6% |