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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,133 | $148,623-70.3% | $135,974-67.5% | $139,466-68.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 25.78% | 79.30%-53.5pp | 68.30%-42.5pp | 373.66%-347.9pp |
| Employer contribution / active EE | $7,528 | $5,246+43.5% | $4,859+54.9% | $4,754+58.3% |
| Participant deferral / active EE | $7,528 | $8,103-7.1% | $7,760-3.0% | $6,712+12.2% |
| Admin fee / account holder | $47 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |