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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,301 | $111,785-62.2% | $93,669-54.8% | $145,877-71.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 10.24% | 203.79%-193.5pp | 133.59%-123.4pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,528 | $3,096-18.3% | $2,424+4.3% | $4,663-45.8% |
| Participant deferral / active EE | $8,661 | $4,919+76.1% | $4,416+96.1% | $6,691+29.4% |
| Admin fee / account holder | $152 | $10,256-98.5% | $8,291-98.2% | $13,402-98.9% |