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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,824 | $49,896-54.3% | $80,627-71.7% | $75,173-69.6% |
| Participation rate | 77.4% | 55.3%+22.1pp | 67.0%+10.4pp | 67.2%+10.2pp |
| Annual return | 32.68% | 34.67%-2.0pp | 936.76%-904.1pp | 160.72%-128.0pp |
| Employer contribution / active EE | $3,912 | $1,699+130.3% | $2,723+43.7% | $2,671+46.5% |
| Participant deferral / active EE | $7,943 | $2,992+165.5% | $4,443+78.8% | $4,126+92.5% |
| Admin fee / account holder | $263 | $3,578-92.7% | $5,381-95.1% | $5,651-95.4% |