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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,541 | $197,603-78.5% | $177,827-76.1% | $158,950-73.2% |
| 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 | 302.91%-270.4pp |
| Employer contribution / active EE | $5,163 | $6,698-22.9% | $5,918-12.8% | $4,762+8.4% |
| Participant deferral / active EE | $11,373 | $8,404+35.3% | $7,713+47.4% | $5,983+90.1% |
| Admin fee / account holder | $290 | $15,402-98.1% | $12,429-97.7% | $11,248-97.4% |