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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,723 | $115,810-67.4% | $101,271-62.8% | $158,966-76.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 25.78% | 56.15%-30.4pp | 46.48%-20.7pp | 302.95%-277.2pp |
| Employer contribution / active EE | $2,903 | $4,175-30.5% | $3,660-20.7% | $4,762-39.0% |
| Participant deferral / active EE | $7,991 | $4,958+61.2% | $4,371+82.8% | $5,983+33.6% |
| Admin fee / account holder | $19 | $7,248-99.7% | $5,948-99.7% | $11,250-99.8% |