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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,938 | $196,972-79.7% | $182,262-78.1% | $198,609-79.9% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 13.79% | 158.27%-144.5pp | 140.60%-126.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $2,158 | $5,364-59.8% | $5,046-57.2% | $5,055-57.3% |
| Participant deferral / active EE | $5,965 | $8,643-31.0% | $8,276-27.9% | $6,977-14.5% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |