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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,592 | $176,105-82.6% | $159,474-80.8% | $167,536-81.7% |
| Participation rate | 78.9% | 85.0%-6.0pp | 82.8%-3.9pp | 82.1%-3.2pp |
| Annual return | 13.99% | 331.91%-317.9pp | 263.68%-249.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $2,644 | $5,299-50.1% | $4,831-45.3% | $4,839-45.4% |
| Participant deferral / active EE | $7,435 | $7,751-4.1% | $7,353+1.1% | $6,342+17.2% |
| Admin fee / account holder | $281 | $12,559-97.8% | $10,802-97.4% | $12,315-97.7% |