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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,599 | $165,399-73.6% | $149,745-70.9% | $158,982-72.6% |
| Participation rate | 70.8% | 84.6%-13.7pp | 82.5%-11.6pp | 82.0%-11.1pp |
| Annual return | 18.18% | 348.34%-330.2pp | 276.72%-258.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $2,833 | $5,105-44.5% | $4,646-39.0% | $4,763-40.5% |
| Participant deferral / active EE | $4,206 | $7,183-41.4% | $6,843-38.5% | $5,983-29.7% |
| Admin fee / account holder | $280 | $10,811-97.4% | $9,312-97.0% | $11,252-97.5% |