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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,218 | $55,472-23.9% | $155,567-72.9% | $74,546-43.4% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.8pp | 67.2%+24.8pp |
| Annual return | 13.03% | 268.72%-255.7pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $2,469 | $2,269+8.8% | $4,674-47.2% | $2,624-5.9% |
| Participant deferral / active EE | $2,868 | $2,838+1.1% | $5,628-49.0% | $4,347-34.0% |
| Admin fee / account holder | $34 | $1,743-98.1% | $15,916-99.8% | $1,944-98.3% |