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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,981 | $115,814-66.3% | $101,275-61.5% | $158,982-75.5% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 22.71% | 56.16%-33.4pp | 46.48%-23.8pp | 302.99%-280.3pp |
| Employer contribution / active EE | $2,630 | $4,176-37.0% | $3,660-28.2% | $4,763-44.8% |
| Participant deferral / active EE | $5,496 | $4,958+10.8% | $4,371+25.7% | $5,983-8.2% |
| Admin fee / account holder | $66 | $7,249-99.1% | $5,948-98.9% | $11,252-99.4% |