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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,042 | $183,516-79.8% | $155,534-76.2% | $145,884-74.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.64% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,480 | $5,315-72.1% | $4,675-68.3% | $4,662-68.3% |
| Participant deferral / active EE | $8,187 | $6,467+26.6% | $5,630+45.4% | $6,690+22.4% |
| Admin fee / account holder | $4 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |