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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,213 | $102,382-64.6% | $147,005-75.4% | $80,874-55.2% |
| Participation rate | 87.3% | 75.8%+11.5pp | 82.2%+5.1pp | 67.6%+19.7pp |
| Annual return | 17.28% | 134.89%-117.6pp | 418.76%-401.5pp | 35.62%-18.3pp |
| Employer contribution / active EE | $2,239 | $3,715-39.7% | $4,934-54.6% | $2,756-18.8% |
| Participant deferral / active EE | $5,212 | $6,646-21.6% | $8,070-35.4% | $4,297+21.3% |
| Admin fee / account holder | $117 | $7,942-98.5% | $13,006-99.1% | $6,935-98.3% |