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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,352 | $132,634-74.9% | $115,768-71.2% | $137,256-75.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 21.10% | 160.70%-139.6pp | 100.46%-79.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,088 | $3,360-37.9% | $2,940-29.0% | $4,156-49.8% |
| Participant deferral / active EE | $3,533 | $5,619-37.1% | $4,917-28.1% | $6,407-44.9% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |