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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,592 | $70,366-53.7% | $66,674-51.1% | $138,895-76.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.7%+6.3pp | 79.9%+0.1pp |
| Annual return | 36.14% | 386.41%-350.3pp | 321.24%-285.1pp | 145.39%-109.3pp |
| Employer contribution / active EE | $1,465 | $2,765-47.0% | $2,620-44.1% | $4,194-65.1% |
| Participant deferral / active EE | $3,790 | $4,374-13.4% | $4,084-7.2% | $6,396-40.8% |
| Admin fee / account holder | $274 | $5,262-94.8% | $5,098-94.6% | $12,562-97.8% |