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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,980 | $85,766-56.9% | $136,298-72.9% | $70,126-47.3% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 20.90% | 31.46%-10.6pp | 5156.27%-5135.4pp | 73.15%-52.2pp |
| Employer contribution / active EE | $2,508 | $2,966-15.4% | $4,696-46.6% | $2,343+7.1% |
| Participant deferral / active EE | $4,214 | $5,051-16.6% | $6,247-32.5% | $3,332+26.5% |
| Admin fee / account holder | $233 | $5,421-95.7% | $9,244-97.5% | $4,645-95.0% |