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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,030 | $111,535-74.9% | $105,223-73.4% | $137,256-79.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 13.62% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,629 | $3,939-33.3% | $3,689-28.7% | $4,156-36.7% |
| Participant deferral / active EE | $3,384 | $5,500-38.5% | $5,072-33.3% | $6,407-47.2% |
| Admin fee / account holder | $177 | $9,721-98.2% | $8,859-98.0% | $12,270-98.6% |