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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,313 | $58,311-34.3% | $81,882-53.2% | $80,959-52.7% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.4%+19.9pp | 67.7%+24.6pp |
| Annual return | 13.43% | 41.85%-28.4pp | 779.47%-766.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $6,172 | $2,347+163.0% | $2,916+111.7% | $2,757+123.9% |
| Participant deferral / active EE | $2,154 | $3,287-34.5% | $4,323-50.2% | $4,300-49.9% |
| Admin fee / account holder | $273 | $4,752-94.3% | $7,360-96.3% | $6,925-96.1% |