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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,272 | $109,344-59.5% | $89,400-50.5% | $158,950-72.1% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 25.95% | 345.73%-319.8pp | 245.64%-219.7pp | 302.91%-277.0pp |
| Employer contribution / active EE | $2,337 | $3,170-26.3% | $2,586-9.6% | $4,762-50.9% |
| Participant deferral / active EE | $7,721 | $4,599+67.9% | $3,890+98.5% | $5,983+29.1% |
| Admin fee / account holder | $19 | $6,154-99.7% | $4,882-99.6% | $11,248-99.8% |