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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,599 | $165,351-73.6% | $149,710-70.9% | $158,931-72.6% |
| Participation rate | 70.8% | 84.6%-13.7pp | 82.5%-11.6pp | 82.0%-11.1pp |
| Annual return | 18.18% | 348.19%-330.0pp | 276.63%-258.5pp | 302.86%-284.7pp |
| Employer contribution / active EE | $2,833 | $5,103-44.5% | $4,645-39.0% | $4,761-40.5% |
| Participant deferral / active EE | $4,206 | $7,181-41.4% | $6,842-38.5% | $5,982-29.7% |
| Admin fee / account holder | $280 | $10,807-97.4% | $9,309-97.0% | $11,247-97.5% |