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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,490 | $111,535-78.9% | $105,223-77.7% | $137,256-82.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 23.25% | 237.85%-214.6pp | 180.65%-157.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,714 | $3,939-31.1% | $3,689-26.4% | $4,156-34.7% |
| Participant deferral / active EE | $5,435 | $5,500-1.2% | $5,072+7.2% | $6,407-15.2% |
| Admin fee / account holder | $19 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |