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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,691 | $157,276-74.8% | $141,177-71.9% | $152,885-74.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 22.96% | 64.33%-41.4pp | 71.40%-48.4pp | 345.39%-322.4pp |
| Employer contribution / active EE | $2,916 | $5,262-44.6% | $4,736-38.4% | $4,763-38.8% |
| Participant deferral / active EE | $6,437 | $7,110-9.5% | $6,710-4.1% | $5,851+10.0% |
| Admin fee / account holder | $65 | $12,123-99.5% | $10,263-99.4% | $11,598-99.4% |