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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,153 | $72,071-59.6% | $68,368-57.4% | $137,256-78.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 21.25% | 353.14%-331.9pp | 292.57%-271.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,902 | $2,788+4.1% | $2,649+9.5% | $4,156-30.2% |
| Participant deferral / active EE | $3,466 | $4,410-21.4% | $4,123-15.9% | $6,407-45.9% |
| Admin fee / account holder | $129 | $5,336-97.6% | $5,150-97.5% | $12,270-98.9% |