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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,211 | $111,787-67.6% | $93,681-61.3% | $145,978-75.2% |
| Participation rate | 82.4% | 74.2%+8.1pp | 68.7%+13.6pp | 80.3%+2.1pp |
| Annual return | 20.33% | 203.52%-183.2pp | 133.47%-113.1pp | 550.52%-530.2pp |
| Employer contribution / active EE | $1,786 | $3,093-42.3% | $2,422-26.3% | $4,662-61.7% |
| Participant deferral / active EE | $5,626 | $4,918+14.4% | $4,415+27.4% | $6,690-15.9% |
| Admin fee / account holder | $230 | $10,256-97.8% | $8,290-97.2% | $13,400-98.3% |