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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,917 | $148,582-70.4% | $135,942-67.7% | $139,456-68.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.05% | 79.26%-63.2pp | 68.28%-52.2pp | 373.45%-357.4pp |
| Employer contribution / active EE | $11,160 | $5,245+112.8% | $4,858+129.7% | $4,753+134.8% |
| Participant deferral / active EE | $5,967 | $8,101-26.3% | $7,759-23.1% | $6,711-11.1% |
| Admin fee / account holder | $211 | $12,402-98.3% | $10,764-98.0% | $11,407-98.1% |