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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,311 | $111,785-68.4% | $93,669-62.3% | $145,877-75.8% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+7.9pp |
| Annual return | 15.14% | 203.79%-188.6pp | 133.59%-118.5pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,571 | $3,096-16.9% | $2,424+6.1% | $4,663-44.9% |
| Participant deferral / active EE | $5,985 | $4,919+21.7% | $4,416+35.5% | $6,691-10.5% |
| Admin fee / account holder | $119 | $10,256-98.8% | $8,291-98.6% | $13,402-99.1% |