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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,131 | $105,856-42.3% | $90,161-32.2% | $147,586-58.6% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 14.99% | 37.63%-22.6pp | 34.89%-19.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $12,058 | $4,126+192.2% | $3,318+263.4% | $4,876+147.3% |
| Participant deferral / active EE | $9,462 | $5,733+65.1% | $5,287+79.0% | $5,439+74.0% |
| Admin fee / account holder | $86 | $8,046-98.9% | $5,943-98.5% | $10,886-99.2% |