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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,721 | $81,664-48.9% | $70,476-40.8% | $158,966-73.8% |
| Participation rate | 81.8% | 77.7%+4.1pp | 75.1%+6.8pp | 82.0%-0.1pp |
| Annual return | 20.04% | 208.59%-188.6pp | 109.12%-89.1pp | 302.95%-282.9pp |
| Employer contribution / active EE | $2,537 | $3,219-21.2% | $2,738-7.3% | $4,762-46.7% |
| Participant deferral / active EE | $6,714 | $4,556+47.4% | $3,710+81.0% | $5,983+12.2% |
| Admin fee / account holder | $218 | $6,197-96.5% | $3,847-94.3% | $11,250-98.1% |