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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,245 | $103,038-60.9% | $90,324-55.4% | $152,909-73.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 21.78% | 95.25%-73.5pp | 78.15%-56.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,211 | $3,141-61.4% | $2,856-57.6% | $4,764-74.6% |
| Participant deferral / active EE | $8,755 | $4,282+104.5% | $3,885+125.3% | $5,851+49.6% |
| Admin fee / account holder | $12 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |