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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,873 | $109,411-58.1% | $89,435-48.7% | $158,982-71.1% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.4pp | 82.0%-10.5pp |
| Annual return | 25.80% | 345.68%-319.9pp | 245.55%-219.8pp | 302.99%-277.2pp |
| Employer contribution / active EE | $1,235 | $3,173-61.1% | $2,587-52.2% | $4,763-74.1% |
| Participant deferral / active EE | $1,236 | $4,600-73.1% | $3,890-68.2% | $5,983-79.3% |
| Admin fee / account holder | $272 | $6,159-95.6% | $4,884-94.4% | $11,252-97.6% |