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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,400 | $115,911-86.7% | $100,530-84.7% | $158,950-90.3% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 109.02% | 34.80%+74.2pp | 30.89%+78.1pp | 302.91%-193.9pp |
| Employer contribution / active EE | $3,708 | $4,104-9.7% | $3,418+8.5% | $4,762-22.1% |
| Participant deferral / active EE | $7,631 | $6,676+14.3% | $6,271+21.7% | $5,983+27.6% |
| Admin fee / account holder | $4 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |