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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,977 | $232,540-82.4% | $185,117-77.9% | $147,586-72.2% |
| Participation rate | 73.9% | 82.4%-8.4pp | 77.3%-3.4pp | 82.8%-8.9pp |
| Annual return | 20.07% | 43.03%-23.0pp | 40.50%-20.4pp | 578.59%-558.5pp |
| Employer contribution / active EE | $3,195 | $5,195-38.5% | $4,182-23.6% | $4,876-34.5% |
| Participant deferral / active EE | $6,382 | $5,834+9.4% | $5,045+26.5% | $5,439+17.3% |
| Admin fee / account holder | $255 | $10,275-97.5% | $8,159-96.9% | $10,886-97.7% |