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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,915 | $107,368-66.6% | $92,915-61.3% | $152,909-76.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 45.16% | 145.64%-100.5pp | 109.45%-64.3pp | 345.46%-300.3pp |
| Employer contribution / active EE | $3,073 | $4,222-27.2% | $3,653-15.9% | $4,764-35.5% |
| Participant deferral / active EE | $11,178 | $4,848+130.6% | $4,238+163.8% | $5,851+91.0% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |