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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,810 | $183,592-81.0% | $155,567-77.6% | $145,959-76.2% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 17.69% | 61.24%-43.6pp | 64.74%-47.0pp | 561.95%-544.3pp |
| Employer contribution / active EE | $3,439 | $5,315-35.3% | $4,674-26.4% | $4,661-26.2% |
| Participant deferral / active EE | $5,957 | $6,464-7.8% | $5,628+5.8% | $6,689-10.9% |
| Admin fee / account holder | $163 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |