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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,185 | $125,778-70.4% | $114,563-67.5% | $154,746-76.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.9%+16.0pp | 80.7%+8.2pp |
| Annual return | 14.76% | 295.14%-280.4pp | 241.09%-226.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,826 | $2,806-34.9% | $2,592-29.6% | $4,379-58.3% |
| Participant deferral / active EE | $5,503 | $4,445+23.8% | $4,142+32.9% | $6,730-18.2% |
| Admin fee / account holder | $181 | $8,190-97.8% | $7,623-97.6% | $14,365-98.7% |