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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,750 | $102,385-70.0% | $147,080-79.1% | $80,935-62.0% |
| Participation rate | 78.4% | 75.9%+2.5pp | 82.2%-3.8pp | 67.7%+10.7pp |
| Annual return | 13.49% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $2,446 | $3,717-34.2% | $4,933-50.4% | $2,757-11.3% |
| Participant deferral / active EE | $4,583 | $6,651-31.1% | $8,066-43.2% | $4,299+6.6% |
| Admin fee / account holder | $252 | $7,951-96.8% | $12,989-98.1% | $6,924-96.4% |