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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,277 | $100,279-71.8% | $81,353-65.2% | $145,884-80.6% |
| Participation rate | 82.4% | 74.3%+8.1pp | 69.5%+12.8pp | 80.3%+2.1pp |
| Annual return | 77.84% | 34.49%+43.4pp | 24.82%+53.0pp | 551.85%-474.0pp |
| Employer contribution / active EE | $1,964 | $2,979-34.1% | $2,464-20.3% | $4,662-57.9% |
| Participant deferral / active EE | $3,570 | $4,611-22.6% | $3,885-8.1% | $6,690-46.6% |
| Admin fee / account holder | $100 | $8,206-98.8% | $5,766-98.3% | $13,392-99.3% |