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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,301 | $111,814-62.2% | $93,654-54.8% | $145,959-71.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 10.24% | 203.30%-193.1pp | 133.34%-123.1pp | 561.95%-551.7pp |
| Employer contribution / active EE | $2,528 | $3,092-18.2% | $2,421+4.4% | $4,661-45.8% |
| Participant deferral / active EE | $8,661 | $4,914+76.2% | $4,413+96.3% | $6,689+29.5% |
| Admin fee / account holder | $152 | $10,246-98.5% | $8,282-98.2% | $13,398-98.9% |