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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,213 | $102,422-64.6% | $147,117-75.4% | $80,959-55.3% |
| Participation rate | 87.3% | 75.9%+11.4pp | 82.2%+5.1pp | 67.7%+19.6pp |
| Annual return | 17.28% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,239 | $3,717-39.8% | $4,932-54.6% | $2,757-18.8% |
| Participant deferral / active EE | $5,212 | $6,652-21.7% | $8,065-35.4% | $4,300+21.2% |
| Admin fee / account holder | $117 | $7,953-98.5% | $12,993-99.1% | $6,925-98.3% |