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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,239 | $162,812-69.1% | $133,971-62.5% | $158,966-68.4% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 26.01% | 41.94%-15.9pp | 45.09%-19.1pp | 302.95%-276.9pp |
| Employer contribution / active EE | $3,847 | $4,976-22.7% | $3,919-1.8% | $4,762-19.2% |
| Participant deferral / active EE | $6,378 | $5,910+7.9% | $5,047+26.4% | $5,983+6.6% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |