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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,827 | $103,008-72.0% | $90,304-68.1% | $152,897-81.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 16.41% | 95.22%-78.8pp | 78.13%-61.7pp | 345.43%-329.0pp |
| Employer contribution / active EE | $3,148 | $3,139+0.3% | $2,855+10.3% | $4,764-33.9% |
| Participant deferral / active EE | $4,485 | $4,281+4.8% | $3,885+15.4% | $5,851-23.4% |
| Admin fee / account holder | $215 | $6,175-96.5% | $5,354-96.0% | $11,599-98.1% |