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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,748 | $112,131-57.4% | $95,964-50.2% | $158,982-70.0% |
| Participation rate | 78.3% | 79.0%-0.7pp | 77.1%+1.2pp | 82.0%-3.7pp |
| Annual return | 16.15% | 171.19%-155.0pp | 91.64%-75.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,069 | $3,199-35.3% | $2,541-18.6% | $4,763-56.6% |
| Participant deferral / active EE | $3,969 | $4,784-17.0% | $4,167-4.7% | $5,983-33.7% |
| Admin fee / account holder | $29 | $10,136-99.7% | $6,797-99.6% | $11,252-99.7% |