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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,586 | $115,814-62.4% | $101,275-57.0% | $158,982-72.6% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 10.38% | 56.16%-45.8pp | 46.48%-36.1pp | 302.99%-292.6pp |
| Employer contribution / active EE | $4,094 | $4,176-2.0% | $3,660+11.9% | $4,763-14.0% |
| Participant deferral / active EE | $5,762 | $4,958+16.2% | $4,371+31.8% | $5,983-3.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |