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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,617 | $115,810-39.0% | $101,271-30.3% | $158,966-55.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 14.64% | 56.15%-41.5pp | 46.48%-31.8pp | 302.95%-288.3pp |
| Employer contribution / active EE | $1,019 | $4,175-75.6% | $3,660-72.2% | $4,762-78.6% |
| Participant deferral / active EE | $5,350 | $4,958+7.9% | $4,371+22.4% | $5,983-10.6% |
| Admin fee / account holder | $267 | $7,248-96.3% | $5,948-95.5% | $11,250-97.6% |