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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,552 | $107,363-45.5% | $92,909-37.0% | $152,897-61.7% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 23.33% | 145.63%-122.3pp | 109.44%-86.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $1,735 | $4,222-58.9% | $3,653-52.5% | $4,764-63.6% |
| Participant deferral / active EE | $3,424 | $4,848-29.4% | $4,238-19.2% | $5,851-41.5% |
| Admin fee / account holder | $241 | $7,082-96.6% | $5,795-95.8% | $11,599-97.9% |