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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,485 | $118,708-65.9% | $98,920-59.1% | $158,966-74.5% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.7pp | 82.0%-4.2pp |
| Annual return | 22.72% | 372.49%-349.8pp | 196.47%-173.7pp | 302.95%-280.2pp |
| Employer contribution / active EE | $1,425 | $3,334-57.3% | $2,689-47.0% | $4,762-70.1% |
| Participant deferral / active EE | $5,920 | $5,089+16.3% | $4,245+39.5% | $5,983-1.1% |
| Admin fee / account holder | $103 | $10,134-99.0% | $6,643-98.4% | $11,250-99.1% |