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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,118 | $72,071-51.3% | $68,368-48.6% | $137,256-74.4% |
| Participation rate | 76.2% | 76.2%0pp | 73.8%+2.4pp | 80.0%-3.8pp |
| Annual return | 14.55% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,519 | $2,788-45.5% | $2,649-42.7% | $4,156-63.5% |
| Participant deferral / active EE | $1,944 | $4,410-55.9% | $4,123-52.9% | $6,407-69.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |