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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,324 | $102,385-69.4% | $147,080-78.7% | $80,935-61.3% |
| Participation rate | 82.4% | 75.9%+6.5pp | 82.2%+0.2pp | 67.7%+14.7pp |
| Annual return | 18.45% | 135.09%-116.6pp | 420.17%-401.7pp | 35.66%-17.2pp |
| Employer contribution / active EE | $2,145 | $3,717-42.3% | $4,933-56.5% | $2,757-22.2% |
| Participant deferral / active EE | $5,467 | $6,651-17.8% | $8,066-32.2% | $4,299+27.1% |
| Admin fee / account holder | $147 | $7,951-98.1% | $12,989-98.9% | $6,924-97.9% |