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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,966 | $108,882-63.3% | $96,754-58.7% | $154,746-74.2% |
| Participation rate | 91.7% | 75.1%+16.6pp | 70.3%+21.4pp | 80.7%+11.0pp |
| Annual return | 20.43% | 98.39%-78.0pp | 82.04%-61.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,334 | $3,018-22.7% | $2,679-12.9% | $4,379-46.7% |
| Participant deferral / active EE | $8,639 | $5,323+62.3% | $4,758+81.6% | $6,730+28.4% |
| Admin fee / account holder | $49 | $10,200-99.5% | $8,905-99.4% | $14,365-99.7% |