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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,976 | $165,361-70.4% | $149,715-67.3% | $158,950-69.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.06% | 348.24%-327.2pp | 276.66%-255.6pp | 302.91%-281.9pp |
| Employer contribution / active EE | $12,239 | $5,103+139.8% | $4,645+163.5% | $4,762+157.0% |
| Participant deferral / active EE | $3,558 | $7,182-50.5% | $6,842-48.0% | $5,983-40.5% |
| Admin fee / account holder | $265 | $10,808-97.6% | $9,310-97.2% | $11,248-97.6% |