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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,950 | $183,592-64.1% | $155,567-57.6% | $145,959-54.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.64% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,447 | $5,315-54.0% | $4,674-47.6% | $4,661-47.5% |
| Participant deferral / active EE | $8,992 | $6,464+39.1% | $5,628+59.8% | $6,689+34.4% |
| Admin fee / account holder | $175 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |