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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,385 | $112,933-68.7% | $90,970-61.1% | $158,982-77.7% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 18.04% | 215.82%-197.8pp | 134.60%-116.6pp | 302.99%-285.0pp |
| Employer contribution / active EE | $1,319 | $2,893-54.4% | $2,122-37.8% | $4,763-72.3% |
| Participant deferral / active EE | $1,653 | $4,128-60.0% | $3,373-51.0% | $5,983-72.4% |
| Admin fee / account holder | $52 | $8,047-99.4% | $5,961-99.1% | $11,252-99.5% |