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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,360 | $121,656-66.8% | $104,614-61.4% | $158,950-74.6% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.6pp | 82.0%-10.5pp |
| Annual return | 23.08% | 465.51%-442.4pp | 340.56%-317.5pp | 302.91%-279.8pp |
| Employer contribution / active EE | $2,986 | $3,164-5.6% | $2,681+11.4% | $4,762-37.3% |
| Participant deferral / active EE | $6,376 | $4,177+52.6% | $3,739+70.5% | $5,983+6.6% |
| Admin fee / account holder | $8 | $7,775-99.9% | $6,464-99.9% | $11,248-99.9% |