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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,971 | $106,923-61.7% | $84,023-51.2% | $152,909-73.2% |
| Participation rate | 72.7% | 75.3%-2.5pp | 69.0%+3.7pp | 82.5%-9.7pp |
| Annual return | 22.92% | 105.02%-82.1pp | 71.32%-48.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $1,629 | $2,735-40.4% | $1,984-17.9% | $4,764-65.8% |
| Participant deferral / active EE | $5,193 | $4,013+29.4% | $3,239+60.3% | $5,851-11.2% |
| Admin fee / account holder | $173 | $8,289-97.9% | $6,102-97.2% | $11,601-98.5% |