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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,487 | $157,296-68.5% | $141,191-65.0% | $152,897-67.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 31.63% | 64.34%-32.7pp | 71.41%-39.8pp | 345.43%-313.8pp |
| Employer contribution / active EE | $1,196 | $5,262-77.3% | $4,736-74.7% | $4,764-74.9% |
| Participant deferral / active EE | $5,088 | $7,111-28.5% | $6,710-24.2% | $5,851-13.1% |
| Admin fee / account holder | $264 | $12,125-97.8% | $10,264-97.4% | $11,599-97.7% |