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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,577 | $111,535-64.5% | $105,223-62.4% | $137,256-71.2% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 22.51% | 237.85%-215.3pp | 180.65%-158.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,946 | $3,939-25.2% | $3,689-20.1% | $4,156-29.1% |
| Participant deferral / active EE | $8,186 | $5,500+48.8% | $5,072+61.4% | $6,407+27.8% |
| Admin fee / account holder | $55 | $9,721-99.4% | $8,859-99.4% | $12,270-99.6% |