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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,204 | $72,071-53.9% | $68,368-51.4% | $137,256-75.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 31.35% | 353.14%-321.8pp | 292.57%-261.2pp | 220.34%-189.0pp |
| Employer contribution / active EE | $2,574 | $2,788-7.7% | $2,649-2.8% | $4,156-38.1% |
| Participant deferral / active EE | $7,744 | $4,410+75.6% | $4,123+87.8% | $6,407+20.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |