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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,720 | $84,713-57.8% | $75,717-52.8% | $167,518-78.7% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.8%+14.1pp | 82.1%+6.8pp |
| Annual return | 13.27% | 199.49%-186.2pp | 104.58%-91.3pp | 478.71%-465.4pp |
| Employer contribution / active EE | $2,161 | $3,229-33.1% | $2,743-21.2% | $4,838-55.3% |
| Participant deferral / active EE | $5,126 | $4,578+12.0% | $3,821+34.2% | $6,342-19.2% |
| Admin fee / account holder | $243 | $5,357-95.5% | $3,619-93.3% | $12,312-98.0% |