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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,507 | $100,203-68.6% | $85,240-63.0% | $145,897-78.4% |
| Participation rate | 95.0% | 74.1%+20.9pp | 67.5%+27.5pp | 80.3%+14.7pp |
| Annual return | 14.40% | 84.28%-69.9pp | 66.75%-52.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $7,530 | $3,242+132.3% | $2,735+175.3% | $4,663+61.5% |
| Participant deferral / active EE | $3,786 | $5,299-28.5% | $4,527-16.4% | $6,689-43.4% |
| Admin fee / account holder | $276 | $7,265-96.2% | $6,165-95.5% | $13,390-97.9% |