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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,680 | $111,535-66.2% | $105,223-64.2% | $137,256-72.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 16.28% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,516 | $3,939-36.1% | $3,689-31.8% | $4,156-39.5% |
| Participant deferral / active EE | $2,034 | $5,500-63.0% | $5,072-59.9% | $6,407-68.2% |
| Admin fee / account holder | $234 | $9,721-97.6% | $8,859-97.4% | $12,270-98.1% |