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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,245 | $111,878-72.1% | $93,727-66.7% | $145,897-78.6% |
| Participation rate | 86.4% | 74.2%+12.2pp | 68.7%+17.7pp | 80.3%+6.1pp |
| Annual return | 12.59% | 204.28%-191.7pp | 133.83%-121.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,352 | $3,092-23.9% | $2,421-2.9% | $4,663-49.6% |
| Participant deferral / active EE | $4,620 | $4,920-6.1% | $4,417+4.6% | $6,689-30.9% |
| Admin fee / account holder | $283 | $10,256-97.2% | $8,292-96.6% | $13,390-97.9% |