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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,765 | $148,623-71.2% | $135,974-68.5% | $139,466-69.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 24.00% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.7pp |
| Employer contribution / active EE | $2,504 | $5,246-52.3% | $4,859-48.5% | $4,754-47.3% |
| Participant deferral / active EE | $5,998 | $8,103-26.0% | $7,760-22.7% | $6,712-10.6% |
| Admin fee / account holder | $78 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |