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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,923 | $112,131-66.2% | $95,964-60.5% | $158,982-76.1% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 10.35% | 171.19%-160.8pp | 91.64%-81.3pp | 302.99%-292.6pp |
| Employer contribution / active EE | $2,538 | $3,199-20.7% | $2,541-0.1% | $4,763-46.7% |
| Participant deferral / active EE | $4,468 | $4,784-6.6% | $4,167+7.2% | $5,983-25.3% |
| Admin fee / account holder | $232 | $10,136-97.7% | $6,797-96.6% | $11,252-97.9% |