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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,819 | $108,912-38.6% | $100,383-33.4% | $145,959-54.2% |
| Participation rate | 73.3% | 83.0%-9.6pp | 81.5%-8.2pp | 80.3%-7.0pp |
| Annual return | 14.45% | 57.96%-43.5pp | 49.26%-34.8pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,761 | $4,423-37.6% | $3,944-30.0% | $4,661-40.8% |
| Participant deferral / active EE | $4,977 | $8,451-41.1% | $8,086-38.4% | $6,689-25.6% |
| Admin fee / account holder | $25 | $9,690-99.7% | $7,900-99.7% | $13,398-99.8% |