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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,387 | $112,915-66.9% | $90,965-58.9% | $158,950-76.5% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 27.65% | 215.75%-188.1pp | 134.57%-106.9pp | 302.91%-275.3pp |
| Employer contribution / active EE | $4,230 | $2,894+46.2% | $2,122+99.3% | $4,762-11.2% |
| Participant deferral / active EE | $8,603 | $4,128+108.4% | $3,373+155.0% | $5,983+43.8% |
| Admin fee / account holder | $57 | $8,044-99.3% | $5,960-99.0% | $11,248-99.5% |