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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,926 | $107,368-61.0% | $92,915-54.9% | $152,909-72.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 29.93% | 145.64%-115.7pp | 109.45%-79.5pp | 345.46%-315.5pp |
| Employer contribution / active EE | $1,870 | $4,222-55.7% | $3,653-48.8% | $4,764-60.7% |
| Participant deferral / active EE | $7,910 | $4,848+63.2% | $4,238+86.6% | $5,851+35.2% |
| Admin fee / account holder | $181 | $7,082-97.4% | $5,796-96.9% | $11,601-98.4% |