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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,404 | $72,071-43.9% | $68,368-40.9% | $137,256-70.6% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 17.54% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,430 | $2,788-48.7% | $2,649-46.0% | $4,156-65.6% |
| Participant deferral / active EE | $3,410 | $4,410-22.7% | $4,123-17.3% | $6,407-46.8% |
| Admin fee / account holder | $16 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |