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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,819 | $108,942-38.7% | $100,415-33.5% | $145,897-54.2% |
| Participation rate | 73.3% | 83.0%-9.6pp | 81.5%-8.2pp | 80.3%-7.0pp |
| Annual return | 14.45% | 58.27%-43.8pp | 49.47%-35.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,761 | $4,422-37.6% | $3,943-30.0% | $4,663-40.8% |
| Participant deferral / active EE | $4,977 | $8,461-41.2% | $8,091-38.5% | $6,689-25.6% |
| Admin fee / account holder | $25 | $9,702-99.7% | $7,906-99.7% | $13,390-99.8% |