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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,593 | $63,346-31.2% | $92,240-52.7% | $70,126-37.8% |
| Participation rate | 72.2% | 68.7%+3.6pp | 76.5%-4.3pp | 69.5%+2.7pp |
| Annual return | 26.76% | 530.19%-503.4pp | 176.29%-149.5pp | 73.15%-46.4pp |
| Employer contribution / active EE | $2,258 | $2,471-8.6% | $3,680-38.6% | $2,343-3.6% |
| Participant deferral / active EE | $4,058 | $2,854+42.2% | $3,897+4.1% | $3,332+21.8% |
| Admin fee / account holder | $152 | $3,841-96.0% | $5,194-97.1% | $4,645-96.7% |