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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,615 | $104,937-61.3% | $84,628-52.0% | $152,897-73.4% |
| Participation rate | 72.7% | 74.8%-2.1pp | 68.2%+4.5pp | 82.5%-9.7pp |
| Annual return | 21.44% | 373.88%-352.4pp | 258.80%-237.4pp | 345.43%-324.0pp |
| Employer contribution / active EE | $2,438 | $3,303-26.2% | $2,653-8.1% | $4,764-48.8% |
| Participant deferral / active EE | $10,285 | $4,690+119.3% | $3,900+163.7% | $5,851+75.8% |
| Admin fee / account holder | $94 | $6,243-98.5% | $4,914-98.1% | $11,599-99.2% |