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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,681 | $107,368-74.2% | $92,915-70.2% | $152,909-81.9% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 33.88% | 145.64%-111.8pp | 109.45%-75.6pp | 345.46%-311.6pp |
| Employer contribution / active EE | $2,601 | $4,222-38.4% | $3,653-28.8% | $4,764-45.4% |
| Participant deferral / active EE | $8,100 | $4,848+67.1% | $4,238+91.1% | $5,851+38.4% |
| Admin fee / account holder | $278 | $7,082-96.1% | $5,796-95.2% | $11,601-97.6% |