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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,695 | $157,296-58.9% | $141,191-54.2% | $152,897-57.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 24.56% | 64.34%-39.8pp | 71.41%-46.9pp | 345.43%-320.9pp |
| Employer contribution / active EE | $2,262 | $5,262-57.0% | $4,736-52.2% | $4,764-52.5% |
| Participant deferral / active EE | $5,897 | $7,111-17.1% | $6,710-12.1% | $5,851+0.8% |
| Admin fee / account holder | $120 | $12,125-99.0% | $10,264-98.8% | $11,599-99.0% |