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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,860 | $125,778-85.0% | $114,563-83.5% | $154,746-87.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.9%+12.8pp | 80.7%+5.0pp |
| Annual return | 39.85% | 295.14%-255.3pp | 241.09%-201.2pp | 172.34%-132.5pp |
| Employer contribution / active EE | $1,442 | $2,806-48.6% | $2,592-44.4% | $4,379-67.1% |
| Participant deferral / active EE | $4,287 | $4,445-3.5% | $4,142+3.5% | $6,730-36.3% |
| Admin fee / account holder | $31 | $8,190-99.6% | $7,623-99.6% | $14,365-99.8% |