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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,276 | $148,623-70.2% | $135,974-67.4% | $139,466-68.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 21.45% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.2pp |
| Employer contribution / active EE | $5,190 | $5,246-1.1% | $4,859+6.8% | $4,754+9.2% |
| Participant deferral / active EE | $6,963 | $8,103-14.1% | $7,760-10.3% | $6,712+3.7% |
| Admin fee / account holder | $75 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |