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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,782 | $111,535-67.9% | $105,223-66.0% | $137,256-73.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 19.31% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,993 | $3,939-24.0% | $3,689-18.9% | $4,156-28.0% |
| Participant deferral / active EE | $15,151 | $5,500+175.5% | $5,072+198.7% | $6,407+136.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |