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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,314 | $109,344-62.2% | $89,400-53.8% | $158,950-74.0% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 17.91% | 345.73%-327.8pp | 245.64%-227.7pp | 302.91%-285.0pp |
| Employer contribution / active EE | $3,467 | $3,170+9.4% | $2,586+34.1% | $4,762-27.2% |
| Participant deferral / active EE | $7,063 | $4,599+53.6% | $3,890+81.5% | $5,983+18.1% |
| Admin fee / account holder | $284 | $6,154-95.4% | $4,882-94.2% | $11,248-97.5% |