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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,796 | $112,121-63.6% | $95,960-57.5% | $158,966-74.3% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 16.68% | 171.16%-154.5pp | 91.63%-75.0pp | 302.95%-286.3pp |
| Employer contribution / active EE | $1,477 | $3,199-53.8% | $2,541-41.9% | $4,762-69.0% |
| Participant deferral / active EE | $5,431 | $4,784+13.5% | $4,167+30.3% | $5,983-9.2% |
| Admin fee / account holder | $32 | $10,135-99.7% | $6,797-99.5% | $11,250-99.7% |