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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,803 | $183,592-80.0% | $155,567-76.3% | $145,959-74.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 22.36% | 61.24%-38.9pp | 64.74%-42.4pp | 561.95%-539.6pp |
| Employer contribution / active EE | $3,981 | $5,315-25.1% | $4,674-14.8% | $4,661-14.6% |
| Participant deferral / active EE | $5,390 | $6,464-16.6% | $5,628-4.2% | $6,689-19.4% |
| Admin fee / account holder | $299 | $19,318-98.5% | $15,916-98.1% | $13,398-97.8% |