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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,491 | $157,304-74.9% | $141,197-72.0% | $152,909-74.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 22.04% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $2,751 | $5,263-47.7% | $4,736-41.9% | $4,764-42.3% |
| Participant deferral / active EE | $3,696 | $7,111-48.0% | $6,710-44.9% | $5,851-36.8% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |