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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,790 | $107,941-74.3% | $91,994-69.8% | $152,909-81.8% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.5%+9.2pp |
| Annual return | 19.60% | 89.28%-69.7pp | 69.04%-49.4pp | 345.46%-325.9pp |
| Employer contribution / active EE | $3,814 | $4,212-9.4% | $3,453+10.5% | $4,764-19.9% |
| Participant deferral / active EE | $3,276 | $6,366-48.5% | $5,924-44.7% | $5,851-44.0% |
| Admin fee / account holder | $269 | $10,521-97.4% | $7,744-96.5% | $11,601-97.7% |