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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,474 | $103,392-57.0% | $87,104-48.9% | $152,897-70.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 13.07% | 28.10%-15.0pp | 28.19%-15.1pp | 345.43%-332.4pp |
| Employer contribution / active EE | $13,190 | $3,221+309.5% | $2,521+423.1% | $4,764+176.9% |
| Participant deferral / active EE | $11,494 | $4,778+140.5% | $4,048+183.9% | $5,851+96.4% |
| Admin fee / account holder | $191 | $12,194-98.4% | $7,491-97.5% | $11,599-98.4% |