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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,691 | $183,516-77.8% | $155,534-73.8% | $145,884-72.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.75% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $18,460 | $5,315+247.3% | $4,675+294.9% | $4,662+295.9% |
| Participant deferral / active EE | $12,689 | $6,467+96.2% | $5,630+125.4% | $6,690+89.7% |
| Admin fee / account holder | $278 | $19,293-98.6% | $15,900-98.3% | $13,392-97.9% |