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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,564 | $108,942-64.6% | $100,415-61.6% | $145,897-73.6% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 13.35% | 58.27%-44.9pp | 49.47%-36.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,354 | $4,422-1.5% | $3,943+10.4% | $4,663-6.6% |
| Participant deferral / active EE | $6,867 | $8,461-18.8% | $8,091-15.1% | $6,689+2.7% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |