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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,102 | $211,288-79.6% | $178,540-75.9% | $145,884-70.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.95% | 30.27%-19.3pp | 27.15%-16.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $3,864 | $4,574-15.5% | $3,953-2.3% | $4,662-17.1% |
| Participant deferral / active EE | $5,190 | $6,967-25.5% | $6,281-17.4% | $6,690-22.4% |
| Admin fee / account holder | $20 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |