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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,855 | $180,459-79.0% | $154,108-75.4% | $135,380-72.0% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -7.98% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $3,357 | $6,035-44.4% | $5,298-36.6% | $4,779-29.7% |
| Participant deferral / active EE | $3,518 | $5,806-39.4% | $5,081-30.8% | $5,609-37.3% |
| Admin fee / account holder | $208 | $16,145-98.7% | $13,411-98.5% | $10,828-98.1% |