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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,941 | $56,134-80.5% | $96,192-88.6% | $85,851-87.3% |
| Participation rate | 87.0% | 56.7%+30.2pp | 68.4%+18.5pp | 69.3%+17.6pp |
| Annual return | 14.80% | 42.30%-27.5pp | 192.09%-177.3pp | 318.63%-303.8pp |
| Employer contribution / active EE | $2,153 | $1,620+32.9% | $2,799-23.1% | $2,565-16.1% |
| Participant deferral / active EE | $2,612 | $2,858-8.6% | $4,351-40.0% | $3,952-33.9% |
| Admin fee / account holder | $29 | $3,769-99.2% | $5,539-99.5% | $6,261-99.5% |