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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,096 | $70,366-72.9% | $66,674-71.4% | $138,895-86.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 25.06% | 386.41%-361.3pp | 321.24%-296.2pp | 145.39%-120.3pp |
| Employer contribution / active EE | $3,112 | $2,765+12.5% | $2,620+18.8% | $4,194-25.8% |
| Participant deferral / active EE | $3,601 | $4,374-17.7% | $4,084-11.8% | $6,396-43.7% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |