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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,324 | $102,393-69.4% | $147,041-78.7% | $80,911-61.3% |
| Participation rate | 82.4% | 75.9%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 18.45% | 134.95%-116.5pp | 419.21%-400.8pp | 35.63%-17.2pp |
| Employer contribution / active EE | $2,145 | $3,715-42.3% | $4,935-56.5% | $2,756-22.2% |
| Participant deferral / active EE | $5,467 | $6,647-17.8% | $8,071-32.3% | $4,297+27.2% |
| Admin fee / account holder | $147 | $7,943-98.1% | $13,006-98.9% | $6,935-97.9% |