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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,454 | $72,071-50.8% | $68,368-48.1% | $137,256-74.2% |
| Participation rate | 79.2% | 76.2%+2.9pp | 73.8%+5.4pp | 80.0%-0.8pp |
| Annual return | 21.44% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,640 | $2,788-5.3% | $2,649-0.3% | $4,156-36.5% |
| Participant deferral / active EE | $5,609 | $4,410+27.2% | $4,123+36.0% | $6,407-12.5% |
| Admin fee / account holder | $145 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |