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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,463 | $152,592-70.9% | $125,180-64.5% | $152,885-70.9% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 35.95% | 54.84%-18.9pp | 43.79%-7.8pp | 345.39%-309.4pp |
| Employer contribution / active EE | $2,741 | $4,947-44.6% | $3,866-29.1% | $4,763-42.5% |
| Participant deferral / active EE | $7,058 | $5,868+20.3% | $4,937+43.0% | $5,851+20.6% |
| Admin fee / account holder | $270 | $13,435-98.0% | $9,703-97.2% | $11,598-97.7% |