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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,618 | $109,372-79.3% | $89,414-74.7% | $158,966-85.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 42.05% | 345.55%-303.5pp | 245.50%-203.5pp | 302.95%-260.9pp |
| Employer contribution / active EE | $2,720 | $3,171-14.2% | $2,586+5.2% | $4,762-42.9% |
| Participant deferral / active EE | $6,571 | $4,598+42.9% | $3,890+68.9% | $5,983+9.8% |
| Admin fee / account holder | $60 | $6,156-99.0% | $4,883-98.8% | $11,250-99.5% |