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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,216 | $183,592-69.4% | $155,574-63.9% | $145,877-61.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.45% | 61.37%-42.9pp | 64.87%-46.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $4,648 | $5,317-12.6% | $4,676-0.6% | $4,663-0.3% |
| Participant deferral / active EE | $10,038 | $6,466+55.2% | $5,629+78.3% | $6,691+50.0% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |