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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,816 | $103,038-59.4% | $90,324-53.7% | $152,909-72.7% |
| Participation rate | 72.2% | 75.9%-3.7pp | 73.3%-1.1pp | 82.5%-10.2pp |
| Annual return | 22.79% | 95.25%-72.5pp | 78.15%-55.4pp | 345.46%-322.7pp |
| Employer contribution / active EE | $485 | $3,141-84.6% | $2,856-83.0% | $4,764-89.8% |
| Participant deferral / active EE | $765 | $4,282-82.1% | $3,885-80.3% | $5,851-86.9% |
| Admin fee / account holder | $222 | $6,177-96.4% | $5,356-95.9% | $11,601-98.1% |