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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,839 | $72,071-41.9% | $68,368-38.8% | $137,256-69.5% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 16.10% | 353.14%-337.0pp | 292.57%-276.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,481 | $2,788-46.9% | $2,649-44.1% | $4,156-64.4% |
| Participant deferral / active EE | $1,504 | $4,410-65.9% | $4,123-63.5% | $6,407-76.5% |
| Admin fee / account holder | $209 | $5,336-96.1% | $5,150-95.9% | $12,270-98.3% |