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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,731 | $115,814-70.0% | $101,275-65.7% | $158,982-78.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 25.67% | 56.16%-30.5pp | 46.48%-20.8pp | 302.99%-277.3pp |
| Employer contribution / active EE | $2,193 | $4,176-47.5% | $3,660-40.1% | $4,763-54.0% |
| Participant deferral / active EE | $5,903 | $4,958+19.0% | $4,371+35.1% | $5,983-1.4% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |