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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,802 | $183,539-71.2% | $155,556-66.1% | $145,897-63.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 16.52% | 61.31%-44.8pp | 64.84%-48.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $5,272 | $5,315-0.8% | $4,675+12.8% | $4,663+13.1% |
| Participant deferral / active EE | $2,960 | $6,467-54.2% | $5,631-47.4% | $6,689-55.8% |
| Admin fee / account holder | $259 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |