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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,335 | $90,538-84.2% | $88,457-83.8% | $154,746-90.7% |
| Participation rate | 71.4% | 80.9%-9.5pp | 78.6%-7.2pp | 80.7%-9.3pp |
| Annual return | 54.52% | 37.97%+16.5pp | 32.69%+21.8pp | 172.34%-117.8pp |
| Employer contribution / active EE | $2,115 | $4,914-57.0% | $4,681-54.8% | $4,379-51.7% |
| Participant deferral / active EE | $3,098 | $6,073-49.0% | $5,667-45.3% | $6,730-54.0% |
| Admin fee / account holder | $213 | $10,337-97.9% | $9,606-97.8% | $14,365-98.5% |