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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,211 | $111,878-67.6% | $93,727-61.4% | $145,897-75.2% |
| Participation rate | 82.4% | 74.2%+8.1pp | 68.7%+13.6pp | 80.3%+2.0pp |
| Annual return | 20.33% | 204.28%-183.9pp | 133.83%-113.5pp | 552.29%-532.0pp |
| Employer contribution / active EE | $1,786 | $3,092-42.3% | $2,421-26.3% | $4,663-61.7% |
| Participant deferral / active EE | $5,626 | $4,920+14.3% | $4,417+27.4% | $6,689-15.9% |
| Admin fee / account holder | $230 | $10,256-97.8% | $8,292-97.2% | $13,390-98.3% |