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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,245 | $111,830-61.3% | $93,696-53.8% | $145,884-70.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.31% | 204.08%-191.8pp | 133.74%-121.4pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,499 | $3,093-51.5% | $2,422-38.1% | $4,662-67.9% |
| Participant deferral / active EE | $11,146 | $4,920+126.5% | $4,417+152.4% | $6,690+66.6% |
| Admin fee / account holder | $252 | $10,249-97.5% | $8,287-97.0% | $13,392-98.1% |