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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,917 | $148,623-70.5% | $135,974-67.7% | $139,466-68.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.05% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $11,160 | $5,246+112.7% | $4,859+129.7% | $4,754+134.7% |
| Participant deferral / active EE | $5,967 | $8,103-26.4% | $7,760-23.1% | $6,712-11.1% |
| Admin fee / account holder | $211 | $12,406-98.3% | $10,767-98.0% | $11,409-98.1% |