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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,232 | $106,918-60.5% | $84,021-49.7% | $152,897-72.4% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.5%-0.6pp |
| Annual return | 24.68% | 105.01%-80.3pp | 71.32%-46.6pp | 345.43%-320.7pp |
| Employer contribution / active EE | $1,583 | $2,735-42.1% | $1,984-20.2% | $4,764-66.8% |
| Participant deferral / active EE | $4,922 | $4,012+22.7% | $3,239+52.0% | $5,851-15.9% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |