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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,700 | $110,093-70.3% | $97,295-66.4% | $145,897-77.6% |
| Participation rate | 93.8% | 75.9%+17.8pp | 72.7%+21.1pp | 80.3%+13.4pp |
| Annual return | 11.28% | 244.76%-233.5pp | 75.62%-64.3pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,381 | $3,077+9.9% | $2,723+24.2% | $4,663-27.5% |
| Participant deferral / active EE | $4,563 | $4,678-2.5% | $4,264+7.0% | $6,689-31.8% |
| Admin fee / account holder | $222 | $6,212-96.4% | $5,646-96.1% | $13,390-98.3% |