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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,295 | $102,429-73.4% | $147,096-81.4% | $80,925-66.3% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 20.03% | 135.02%-115.0pp | 419.75%-399.7pp | 35.65%-15.6pp |
| Employer contribution / active EE | $3,206 | $3,716-13.7% | $4,936-35.0% | $2,756+16.3% |
| Participant deferral / active EE | $6,143 | $6,649-7.6% | $8,071-23.9% | $4,299+42.9% |
| Admin fee / account holder | $217 | $7,957-97.3% | $13,005-98.3% | $6,940-96.9% |