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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,245 | $111,830-72.1% | $93,696-66.7% | $145,884-78.6% |
| Participation rate | 86.4% | 74.2%+12.1pp | 68.7%+17.6pp | 80.3%+6.1pp |
| Annual return | 12.59% | 204.08%-191.5pp | 133.74%-121.2pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,352 | $3,093-24.0% | $2,422-2.9% | $4,662-49.6% |
| Participant deferral / active EE | $4,620 | $4,920-6.1% | $4,417+4.6% | $6,690-30.9% |
| Admin fee / account holder | $283 | $10,249-97.2% | $8,287-96.6% | $13,392-97.9% |