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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,313 | $58,258-34.2% | $81,820-53.2% | $80,925-52.7% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.4%+19.9pp | 67.7%+24.6pp |
| Annual return | 13.43% | 41.76%-28.3pp | 777.93%-764.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $6,172 | $2,345+163.2% | $2,915+111.7% | $2,756+123.9% |
| Participant deferral / active EE | $2,154 | $3,284-34.4% | $4,323-50.2% | $4,299-49.9% |
| Admin fee / account holder | $273 | $4,976-94.5% | $7,391-96.3% | $6,940-96.1% |