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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,434 | $150,435-75.8% | $120,580-69.8% | $145,897-75.0% |
| Participation rate | 75.0% | 78.8%-3.8pp | 72.0%+3.0pp | 80.3%-5.3pp |
| Annual return | 12.76% | 154.60%-141.8pp | 107.48%-94.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,041 | $4,352-53.1% | $3,469-41.2% | $4,663-56.2% |
| Participant deferral / active EE | $2,551 | $6,174-58.7% | $4,995-48.9% | $6,689-61.9% |
| Admin fee / account holder | $283 | $12,182-97.7% | $9,418-97.0% | $13,390-97.9% |