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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,887 | $105,200-64.0% | $159,474-76.2% | $85,847-55.9% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.8%-7.0pp | 69.3%+6.5pp |
| Annual return | 21.23% | 45.08%-23.8pp | 263.68%-242.4pp | 318.61%-297.4pp |
| Employer contribution / active EE | $2,347 | $3,319-29.3% | $4,831-51.4% | $2,565-8.5% |
| Participant deferral / active EE | $5,053 | $5,946-15.0% | $7,353-31.3% | $3,952+27.9% |
| Admin fee / account holder | $194 | $6,934-97.2% | $10,802-98.2% | $6,261-96.9% |