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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,507 | $99,921-68.5% | $85,009-62.9% | $145,959-78.4% |
| Participation rate | 95.0% | 74.1%+20.9pp | 67.5%+27.5pp | 80.3%+14.7pp |
| Annual return | 14.40% | 83.89%-69.5pp | 66.47%-52.1pp | 561.95%-547.6pp |
| Employer contribution / active EE | $7,530 | $3,233+132.9% | $2,728+176.0% | $4,661+61.6% |
| Participant deferral / active EE | $3,786 | $5,293-28.5% | $4,522-16.3% | $6,689-43.4% |
| Admin fee / account holder | $276 | $7,252-96.2% | $6,153-95.5% | $13,398-97.9% |