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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,994 | $157,296-74.6% | $141,191-71.7% | $152,897-73.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 25.92% | 64.34%-38.4pp | 71.41%-45.5pp | 345.43%-319.5pp |
| Employer contribution / active EE | $2,515 | $5,262-52.2% | $4,736-46.9% | $4,764-47.2% |
| Participant deferral / active EE | $5,734 | $7,111-19.4% | $6,710-14.6% | $5,851-2.0% |
| Admin fee / account holder | $199 | $12,125-98.4% | $10,264-98.1% | $11,599-98.3% |