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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,272 | $107,363-66.2% | $92,909-61.0% | $152,897-76.3% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.5%-6.0pp |
| Annual return | 24.45% | 145.63%-121.2pp | 109.44%-85.0pp | 345.43%-321.0pp |
| Employer contribution / active EE | $1,458 | $4,222-65.5% | $3,653-60.1% | $4,764-69.4% |
| Participant deferral / active EE | $5,453 | $4,848+12.5% | $4,238+28.7% | $5,851-6.8% |
| Admin fee / account holder | $81 | $7,082-98.9% | $5,795-98.6% | $11,599-99.3% |