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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,377 | $185,883-71.3% | $170,043-68.6% | $139,466-61.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 20.78% | 60.54%-39.8pp | 53.40%-32.6pp | 373.66%-352.9pp |
| Employer contribution / active EE | $3,641 | $7,596-52.1% | $6,790-46.4% | $4,754-23.4% |
| Participant deferral / active EE | $4,551 | $11,626-60.9% | $10,410-56.3% | $6,712-32.2% |
| Admin fee / account holder | $43 | $15,393-99.7% | $12,824-99.7% | $11,409-99.6% |