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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,301 | $111,878-62.2% | $93,727-54.9% | $145,897-71.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 10.24% | 204.28%-194.0pp | 133.83%-123.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,528 | $3,092-18.2% | $2,421+4.4% | $4,663-45.8% |
| Participant deferral / active EE | $8,661 | $4,920+76.0% | $4,417+96.1% | $6,689+29.5% |
| Admin fee / account holder | $152 | $10,256-98.5% | $8,292-98.2% | $13,390-98.9% |