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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,164 | $176,838-77.3% | $146,685-72.6% | $167,518-76.0% |
| Participation rate | 70.0% | 83.6%-13.6pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 21.90% | 24.04%-2.1pp | 22.75%-0.8pp | 478.71%-456.8pp |
| Employer contribution / active EE | $2,911 | $5,161-43.6% | $4,137-29.6% | $4,838-39.8% |
| Participant deferral / active EE | $9,111 | $6,441+41.5% | $5,507+65.5% | $6,342+43.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |