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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,520 | $104,924-56.6% | $84,623-46.2% | $152,885-70.2% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 23.19% | 373.82%-350.6pp | 258.77%-235.6pp | 345.39%-322.2pp |
| Employer contribution / active EE | $3,344 | $3,302+1.3% | $2,652+26.1% | $4,763-29.8% |
| Participant deferral / active EE | $8,076 | $4,689+72.2% | $3,899+107.1% | $5,851+38.0% |
| Admin fee / account holder | $294 | $6,242-95.3% | $4,913-94.0% | $11,598-97.5% |