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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,755 | $105,149-58.4% | $94,659-53.8% | $139,427-68.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 20.22% | 38.04%-17.8pp | 156.75%-136.5pp | 373.27%-353.1pp |
| Employer contribution / active EE | $3,742 | $4,106-8.9% | $3,673+1.9% | $4,752-21.3% |
| Participant deferral / active EE | $7,384 | $7,600-2.9% | $7,419-0.5% | $6,711+10.0% |
| Admin fee / account holder | $60 | $8,986-99.3% | $7,232-99.2% | $11,404-99.5% |