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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,713 | $67,823-47.3% | $52,425-31.9% | $137,256-74.0% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 15.48% | 219.11%-203.6pp | 302.12%-286.6pp | 220.34%-204.9pp |
| Employer contribution / active EE | $9,552 | $1,163+721.3% | $914+944.8% | $4,156+129.8% |
| Participant deferral / active EE | $332 | $2,288-85.5% | $1,790-81.5% | $6,407-94.8% |
| Admin fee / account holder | $291 | $2,844-89.8% | $2,495-88.3% | $12,270-97.6% |