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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,347 | $157,296-64.8% | $141,191-60.8% | $152,897-63.8% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 25.26% | 64.34%-39.1pp | 71.41%-46.1pp | 345.43%-320.2pp |
| Employer contribution / active EE | $3,078 | $5,262-41.5% | $4,736-35.0% | $4,764-35.4% |
| Participant deferral / active EE | $7,443 | $7,111+4.7% | $6,710+10.9% | $5,851+27.2% |
| Admin fee / account holder | $190 | $12,125-98.4% | $10,264-98.1% | $11,599-98.4% |