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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,264 | $115,814-77.3% | $101,275-74.1% | $158,982-83.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 104.37% | 56.16%+48.2pp | 46.48%+57.9pp | 302.99%-198.6pp |
| Employer contribution / active EE | $2,079 | $4,176-50.2% | $3,660-43.2% | $4,763-56.4% |
| Participant deferral / active EE | $4,787 | $4,958-3.5% | $4,371+9.5% | $5,983-20.0% |
| Admin fee / account holder | $46 | $7,249-99.4% | $5,948-99.2% | $11,252-99.6% |