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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,494 | $112,121-63.0% | $95,960-56.8% | $158,966-73.9% |
| Participation rate | 72.7% | 79.0%-6.3pp | 77.1%-4.4pp | 82.0%-9.2pp |
| Annual return | 20.64% | 171.16%-150.5pp | 91.63%-71.0pp | 302.95%-282.3pp |
| Employer contribution / active EE | $3,492 | $3,199+9.1% | $2,541+37.4% | $4,762-26.7% |
| Participant deferral / active EE | $6,621 | $4,784+38.4% | $4,167+58.9% | $5,983+10.7% |
| Admin fee / account holder | $219 | $10,135-97.8% | $6,797-96.8% | $11,250-98.1% |