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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,080 | $111,535-65.0% | $105,223-62.9% | $137,256-71.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 19.12% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,614 | $3,939-33.7% | $3,689-29.1% | $4,156-37.1% |
| Participant deferral / active EE | $3,936 | $5,500-28.4% | $5,072-22.4% | $6,407-38.6% |
| Admin fee / account holder | $19 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |