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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,803 | $183,539-79.9% | $155,556-76.3% | $145,897-74.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 22.36% | 61.31%-39.0pp | 64.84%-42.5pp | 552.29%-529.9pp |
| Employer contribution / active EE | $3,981 | $5,315-25.1% | $4,675-14.8% | $4,663-14.6% |
| Participant deferral / active EE | $5,390 | $6,467-16.6% | $5,631-4.3% | $6,689-19.4% |
| Admin fee / account holder | $299 | $19,275-98.4% | $15,885-98.1% | $13,390-97.8% |