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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,998 | $96,388-66.8% | $80,627-60.3% | $139,466-77.1% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 23.28% | 1352.08%-1328.8pp | 936.76%-913.5pp | 373.66%-350.4pp |
| Employer contribution / active EE | $2,787 | $3,260-14.5% | $2,723+2.4% | $4,754-41.4% |
| Participant deferral / active EE | $8,058 | $5,224+54.2% | $4,443+81.4% | $6,712+20.1% |
| Admin fee / account holder | $239 | $6,603-96.4% | $5,381-95.6% | $11,409-97.9% |