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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,211 | $111,785-67.6% | $93,669-61.3% | $145,877-75.2% |
| Participation rate | 82.4% | 74.2%+8.1pp | 68.7%+13.6pp | 80.3%+2.1pp |
| Annual return | 20.33% | 203.79%-183.5pp | 133.59%-113.3pp | 551.28%-531.0pp |
| Employer contribution / active EE | $1,786 | $3,096-42.3% | $2,424-26.3% | $4,663-61.7% |
| Participant deferral / active EE | $5,626 | $4,919+14.4% | $4,416+27.4% | $6,691-15.9% |
| Admin fee / account holder | $230 | $10,256-97.8% | $8,291-97.2% | $13,402-98.3% |