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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,580 | $176,105-77.0% | $159,474-74.6% | $167,536-75.8% |
| Participation rate | 86.7% | 85.0%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 15.54% | 331.91%-316.4pp | 263.68%-248.1pp | 478.82%-463.3pp |
| Employer contribution / active EE | $2,437 | $5,299-54.0% | $4,831-49.5% | $4,839-49.6% |
| Participant deferral / active EE | $4,246 | $7,751-45.2% | $7,353-42.3% | $6,342-33.0% |
| Admin fee / account holder | -$11 | $12,559-100.1% | $10,802-100.1% | $12,315-100.1% |