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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,240 | $108,882-65.8% | $96,754-61.5% | $154,746-75.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 17.83% | 98.39%-80.6pp | 82.04%-64.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,748 | $3,018-42.1% | $2,679-34.7% | $4,379-60.1% |
| Participant deferral / active EE | $3,060 | $5,323-42.5% | $4,758-35.7% | $6,730-54.5% |
| Admin fee / account holder | $79 | $10,200-99.2% | $8,905-99.1% | $14,365-99.5% |