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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,272 | $109,411-59.5% | $89,435-50.5% | $158,982-72.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 25.95% | 345.68%-319.7pp | 245.55%-219.6pp | 302.99%-277.0pp |
| Employer contribution / active EE | $2,337 | $3,173-26.3% | $2,587-9.7% | $4,763-50.9% |
| Participant deferral / active EE | $7,721 | $4,600+67.9% | $3,890+98.5% | $5,983+29.0% |
| Admin fee / account holder | $19 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |