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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,284 | $109,372-86.9% | $89,414-84.0% | $158,966-91.0% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 44.61% | 345.55%-300.9pp | 245.50%-200.9pp | 302.95%-258.3pp |
| Employer contribution / active EE | $1,797 | $3,171-43.3% | $2,586-30.5% | $4,762-62.3% |
| Participant deferral / active EE | $4,175 | $4,598-9.2% | $3,890+7.3% | $5,983-30.2% |
| Admin fee / account holder | $220 | $6,156-96.4% | $4,883-95.5% | $11,250-98.0% |