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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,770 | $129,737-73.2% | $119,126-70.8% | $154,746-77.5% |
| Participation rate | 70.0% | 78.9%-8.9pp | 75.8%-5.8pp | 80.7%-10.7pp |
| Annual return | 26.45% | 379.08%-352.6pp | 282.11%-255.7pp | 172.34%-145.9pp |
| Employer contribution / active EE | $2,617 | $4,375-40.2% | $4,034-35.1% | $4,379-40.2% |
| Participant deferral / active EE | $7,731 | $5,842+32.3% | $5,318+45.4% | $6,730+14.9% |
| Admin fee / account holder | $5 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |