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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,694 | $96,678-55.8% | $86,640-50.7% | $139,466-69.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 15.31% | 106.69%-91.4pp | 592.52%-577.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,224 | $3,265-31.9% | $3,024-26.5% | $4,754-53.2% |
| Participant deferral / active EE | $2,717 | $4,837-43.8% | $4,438-38.8% | $6,712-59.5% |
| Admin fee / account holder | $231 | $6,410-96.4% | $5,616-95.9% | $11,409-98.0% |