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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,832 | $109,372-81.0% | $89,414-76.7% | $158,966-86.9% |
| Participation rate | 77.3% | 74.3%+3.0pp | 68.0%+9.3pp | 82.0%-4.7pp |
| Annual return | 36.64% | 345.55%-308.9pp | 245.50%-208.9pp | 302.95%-266.3pp |
| Employer contribution / active EE | $1,536 | $3,171-51.6% | $2,586-40.6% | $4,762-67.7% |
| Participant deferral / active EE | $4,715 | $4,598+2.5% | $3,890+21.2% | $5,983-21.2% |
| Admin fee / account holder | $78 | $6,156-98.7% | $4,883-98.4% | $11,250-99.3% |