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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,080 | $114,119-65.8% | $107,187-63.5% | $138,895-71.9% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 19.12% | 273.21%-254.1pp | 204.55%-185.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,614 | $4,059-35.6% | $3,782-30.9% | $4,194-37.7% |
| Participant deferral / active EE | $3,936 | $5,538-28.9% | $5,096-22.8% | $6,396-38.5% |
| Admin fee / account holder | $19 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |