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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,567 | $115,814-66.7% | $101,275-61.9% | $158,982-75.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 25.83% | 56.16%-30.3pp | 46.48%-20.7pp | 302.99%-277.2pp |
| Employer contribution / active EE | $3,957 | $4,176-5.2% | $3,660+8.1% | $4,763-16.9% |
| Participant deferral / active EE | $4,324 | $4,958-12.8% | $4,371-1.1% | $5,983-27.7% |
| Admin fee / account holder | $122 | $7,249-98.3% | $5,948-97.9% | $11,252-98.9% |