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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,470 | $157,296-83.2% | $141,191-81.3% | $152,897-82.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 23.55% | 64.34%-40.8pp | 71.41%-47.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $3,495 | $5,262-33.6% | $4,736-26.2% | $4,764-26.6% |
| Participant deferral / active EE | $6,039 | $7,111-15.1% | $6,710-10.0% | $5,851+3.2% |
| Admin fee / account holder | $210 | $12,125-98.3% | $10,264-98.0% | $11,599-98.2% |