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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,871 | $115,810-67.3% | $101,271-62.6% | $158,966-76.2% |
| Participation rate | 78.9% | 79.4%-0.4pp | 75.8%+3.1pp | 82.0%-3.0pp |
| Annual return | 162.24% | 56.15%+106.1pp | 46.48%+115.8pp | 302.95%-140.7pp |
| Employer contribution / active EE | $1,699 | $4,175-59.3% | $3,660-53.6% | $4,762-64.3% |
| Participant deferral / active EE | $7,756 | $4,958+56.4% | $4,371+77.5% | $5,983+29.6% |
| Admin fee / account holder | $271 | $7,248-96.3% | $5,948-95.4% | $11,250-97.6% |