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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,311 | $111,814-68.4% | $93,654-62.3% | $145,959-75.8% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+8.0pp |
| Annual return | 15.14% | 203.30%-188.2pp | 133.34%-118.2pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,571 | $3,092-16.8% | $2,421+6.2% | $4,661-44.8% |
| Participant deferral / active EE | $5,985 | $4,914+21.8% | $4,413+35.6% | $6,689-10.5% |
| Admin fee / account holder | $119 | $10,246-98.8% | $8,282-98.6% | $13,398-99.1% |