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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,405 | $72,071-43.9% | $68,368-40.9% | $137,256-70.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 23.34% | 353.14%-329.8pp | 292.57%-269.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,116 | $2,788-24.1% | $2,649-20.1% | $4,156-49.1% |
| Participant deferral / active EE | $5,797 | $4,410+31.5% | $4,123+40.6% | $6,407-9.5% |
| Admin fee / account holder | $78 | $5,336-98.5% | $5,150-98.5% | $12,270-99.4% |