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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,551 | $197,625-81.0% | $177,840-78.9% | $158,966-76.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 75.60% | 58.76%+16.8pp | 48.32%+27.3pp | 302.95%-227.4pp |
| Employer contribution / active EE | $3,645 | $6,698-45.6% | $5,919-38.4% | $4,762-23.5% |
| Participant deferral / active EE | $9,698 | $8,405+15.4% | $7,714+25.7% | $5,983+62.1% |
| Admin fee / account holder | $161 | $15,405-99.0% | $12,431-98.7% | $11,250-98.6% |