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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,507 | $100,073-68.5% | $85,126-63.0% | $145,877-78.4% |
| Participation rate | 95.0% | 74.1%+20.9pp | 67.5%+27.5pp | 80.3%+14.7pp |
| Annual return | 14.40% | 84.11%-69.7pp | 66.63%-52.2pp | 551.28%-536.9pp |
| Employer contribution / active EE | $7,530 | $3,236+132.7% | $2,731+175.7% | $4,663+61.5% |
| Participant deferral / active EE | $3,786 | $5,294-28.5% | $4,523-16.3% | $6,691-43.4% |
| Admin fee / account holder | $276 | $7,261-96.2% | $6,160-95.5% | $13,402-97.9% |