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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,352 | $162,821-76.4% | $133,978-71.4% | $158,982-75.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 45.86% | 41.95%+3.9pp | 45.10%+0.8pp | 302.99%-257.1pp |
| Employer contribution / active EE | $3,787 | $4,976-23.9% | $3,919-3.4% | $4,763-20.5% |
| Participant deferral / active EE | $4,733 | $5,910-19.9% | $5,047-6.2% | $5,983-20.9% |
| Admin fee / account holder | $8 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |