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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,114 | $129,737-67.5% | $119,126-64.6% | $154,746-72.8% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 19.25% | 379.08%-359.8pp | 282.11%-262.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,672 | $4,375-61.8% | $4,034-58.6% | $4,379-61.8% |
| Participant deferral / active EE | $3,110 | $5,842-46.8% | $5,318-41.5% | $6,730-53.8% |
| Admin fee / account holder | $31 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |