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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,564 | $108,911-64.6% | $100,392-61.6% | $145,884-73.6% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 13.35% | 58.23%-44.9pp | 49.45%-36.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $4,354 | $4,420-1.5% | $3,941+10.5% | $4,662-6.6% |
| Participant deferral / active EE | $6,867 | $8,459-18.8% | $8,090-15.1% | $6,690+2.6% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |