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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,872 | $63,346-26.0% | $92,240-49.2% | $70,126-33.2% |
| Participation rate | 89.1% | 68.7%+20.5pp | 76.5%+12.6pp | 69.5%+19.6pp |
| Annual return | 14.43% | 530.19%-515.8pp | 176.29%-161.9pp | 73.15%-58.7pp |
| Employer contribution / active EE | $902 | $2,471-63.5% | $3,680-75.5% | $2,343-61.5% |
| Participant deferral / active EE | $2,937 | $2,854+2.9% | $3,897-24.6% | $3,332-11.8% |
| Admin fee / account holder | $292 | $3,841-92.4% | $5,194-94.4% | $4,645-93.7% |