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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,276 | $148,582-70.2% | $135,942-67.4% | $139,456-68.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 21.45% | 79.26%-57.8pp | 68.28%-46.8pp | 373.45%-352.0pp |
| Employer contribution / active EE | $5,190 | $5,245-1.1% | $4,858+6.8% | $4,753+9.2% |
| Participant deferral / active EE | $6,963 | $8,101-14.1% | $7,759-10.3% | $6,711+3.7% |
| Admin fee / account holder | $75 | $12,402-99.4% | $10,764-99.3% | $11,407-99.3% |