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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,592 | $232,540-74.8% | $185,117-68.3% | $147,586-60.3% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 15.26% | 43.03%-27.8pp | 40.50%-25.2pp | 578.59%-563.3pp |
| Employer contribution / active EE | $14,567 | $5,195+180.4% | $4,182+248.4% | $4,876+198.7% |
| Participant deferral / active EE | $7,849 | $5,834+34.5% | $5,045+55.6% | $5,439+44.3% |
| Admin fee / account holder | $250 | $10,275-97.6% | $8,159-96.9% | $10,886-97.7% |