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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,419 | $111,535-66.5% | $105,223-64.4% | $137,256-72.7% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 13.25% | 237.85%-224.6pp | 180.65%-167.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,090 | $3,939-72.3% | $3,689-70.5% | $4,156-73.8% |
| Participant deferral / active EE | $1,732 | $5,500-68.5% | $5,072-65.9% | $6,407-73.0% |
| Admin fee / account holder | $7 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |