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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,972 | $112,121-68.8% | $95,960-63.6% | $158,966-78.0% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 15.53% | 171.16%-155.6pp | 91.63%-76.1pp | 302.95%-287.4pp |
| Employer contribution / active EE | $1,635 | $3,199-48.9% | $2,541-35.7% | $4,762-65.7% |
| Participant deferral / active EE | $2,631 | $4,784-45.0% | $4,167-36.9% | $5,983-56.0% |
| Admin fee / account holder | $13 | $10,135-99.9% | $6,797-99.8% | $11,250-99.9% |