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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,541 | $197,625-78.5% | $177,840-76.1% | $158,966-73.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 32.50% | 58.76%-26.3pp | 48.32%-15.8pp | 302.95%-270.5pp |
| Employer contribution / active EE | $5,163 | $6,698-22.9% | $5,919-12.8% | $4,762+8.4% |
| Participant deferral / active EE | $11,373 | $8,405+35.3% | $7,714+47.4% | $5,983+90.1% |
| Admin fee / account holder | $290 | $15,405-98.1% | $12,431-97.7% | $11,250-97.4% |