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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,245 | $111,785-72.0% | $93,669-66.6% | $145,877-78.6% |
| Participation rate | 86.4% | 74.2%+12.1pp | 68.7%+17.6pp | 80.3%+6.1pp |
| Annual return | 12.59% | 203.79%-191.2pp | 133.59%-121.0pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,352 | $3,096-24.0% | $2,424-3.0% | $4,663-49.6% |
| Participant deferral / active EE | $4,620 | $4,919-6.1% | $4,416+4.6% | $6,691-30.9% |
| Admin fee / account holder | $283 | $10,256-97.2% | $8,291-96.6% | $13,402-97.9% |