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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,213 | $102,429-64.6% | $147,096-75.4% | $80,925-55.3% |
| Participation rate | 87.3% | 75.9%+11.4pp | 82.2%+5.1pp | 67.7%+19.6pp |
| Annual return | 17.28% | 135.02%-117.7pp | 419.75%-402.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $2,239 | $3,716-39.7% | $4,936-54.6% | $2,756-18.8% |
| Participant deferral / active EE | $5,212 | $6,649-21.6% | $8,071-35.4% | $4,299+21.2% |
| Admin fee / account holder | $117 | $7,957-98.5% | $13,005-99.1% | $6,940-98.3% |