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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,383 | $107,368-66.1% | $92,915-60.8% | $152,909-76.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 29.41% | 145.64%-116.2pp | 109.45%-80.0pp | 345.46%-316.0pp |
| Employer contribution / active EE | $1,512 | $4,222-64.2% | $3,653-58.6% | $4,764-68.3% |
| Participant deferral / active EE | $7,371 | $4,848+52.0% | $4,238+73.9% | $5,851+26.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |