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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,755 | $105,158-58.4% | $94,672-53.8% | $139,487-68.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 20.22% | 38.11%-17.9pp | 156.89%-136.7pp | 373.84%-353.6pp |
| Employer contribution / active EE | $3,742 | $4,107-8.9% | $3,673+1.9% | $4,755-21.3% |
| Participant deferral / active EE | $7,384 | $7,599-2.8% | $7,417-0.5% | $6,713+10.0% |
| Admin fee / account holder | $60 | $8,972-99.3% | $7,222-99.2% | $11,407-99.5% |