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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,995 | $68,394-41.5% | $94,672-57.8% | $75,177-46.8% |
| Participation rate | 74.2% | 76.1%-1.8pp | 80.8%-6.6pp | 67.2%+7.0pp |
| Annual return | 19.45% | 616.92%-597.5pp | 156.89%-137.4pp | 160.75%-141.3pp |
| Employer contribution / active EE | $2,095 | $2,701-22.4% | $3,673-43.0% | $2,671-21.6% |
| Participant deferral / active EE | $4,009 | $6,536-38.7% | $7,417-46.0% | $4,126-2.9% |
| Admin fee / account holder | $170 | $5,326-96.8% | $7,222-97.7% | $5,651-97.0% |