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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,922 | $107,363-82.4% | $92,909-79.6% | $152,897-87.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 30.17% | 145.63%-115.5pp | 109.44%-79.3pp | 345.43%-315.3pp |
| Employer contribution / active EE | $2,806 | $4,222-33.5% | $3,653-23.2% | $4,764-41.1% |
| Participant deferral / active EE | $5,911 | $4,848+21.9% | $4,238+39.5% | $5,851+1.0% |
| Admin fee / account holder | $286 | $7,082-96.0% | $5,795-95.1% | $11,599-97.5% |