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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,577 | $109,411-61.1% | $89,435-52.4% | $158,982-73.2% |
| Participation rate | 82.6% | 74.3%+8.3pp | 68.0%+14.6pp | 82.0%+0.6pp |
| Annual return | 22.61% | 345.68%-323.1pp | 245.55%-222.9pp | 302.99%-280.4pp |
| Employer contribution / active EE | $1,708 | $3,173-46.2% | $2,587-34.0% | $4,763-64.1% |
| Participant deferral / active EE | $4,465 | $4,600-2.9% | $3,890+14.8% | $5,983-25.4% |
| Admin fee / account holder | $191 | $6,159-96.9% | $4,884-96.1% | $11,252-98.3% |