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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,985 | $115,810-68.1% | $101,271-63.5% | $158,966-76.7% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 21.67% | 56.15%-34.5pp | 46.48%-24.8pp | 302.95%-281.3pp |
| Employer contribution / active EE | $2,194 | $4,175-47.5% | $3,660-40.1% | $4,762-53.9% |
| Participant deferral / active EE | $5,088 | $4,958+2.6% | $4,371+16.4% | $5,983-15.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |