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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,471 | $115,814-77.1% | $101,275-73.9% | $158,982-83.3% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.2pp |
| Annual return | 49.67% | 56.16%-6.5pp | 46.48%+3.2pp | 302.99%-253.3pp |
| Employer contribution / active EE | $1,749 | $4,176-58.1% | $3,660-52.2% | $4,763-63.3% |
| Participant deferral / active EE | $3,130 | $4,958-36.9% | $4,371-28.4% | $5,983-47.7% |
| Admin fee / account holder | $244 | $7,249-96.6% | $5,948-95.9% | $11,252-97.8% |