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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,175 | $148,623-79.0% | $135,974-77.1% | $139,466-77.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 28.36% | 79.30%-50.9pp | 68.30%-39.9pp | 373.66%-345.3pp |
| Employer contribution / active EE | $4,708 | $5,246-10.3% | $4,859-3.1% | $4,754-1.0% |
| Participant deferral / active EE | $9,989 | $8,103+23.3% | $7,760+28.7% | $6,712+48.8% |
| Admin fee / account holder | $32 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |