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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,727 | $108,911-43.3% | $100,392-38.5% | $145,884-57.7% |
| Participation rate | 73.3% | 83.0%-9.6pp | 81.5%-8.2pp | 80.3%-7.0pp |
| Annual return | 13.74% | 58.23%-44.5pp | 49.45%-35.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,138 | $4,420-51.6% | $3,941-45.8% | $4,662-54.1% |
| Participant deferral / active EE | $3,998 | $8,459-52.7% | $8,090-50.6% | $6,690-40.2% |
| Admin fee / account holder | $3 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |