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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,313 | $58,234-34.2% | $81,783-53.2% | $80,874-52.6% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.4%+20.0pp | 67.6%+24.7pp |
| Annual return | 13.43% | 41.70%-28.3pp | 775.05%-761.6pp | 35.62%-22.2pp |
| Employer contribution / active EE | $6,172 | $2,341+163.6% | $2,913+111.9% | $2,756+124.0% |
| Participant deferral / active EE | $2,154 | $3,283-34.4% | $4,320-50.1% | $4,297-49.9% |
| Admin fee / account holder | $273 | $4,982-94.5% | $7,380-96.3% | $6,935-96.1% |