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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,523 | $111,814-69.1% | $93,654-63.1% | $145,959-76.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 16.40% | 203.30%-186.9pp | 133.34%-116.9pp | 561.95%-545.5pp |
| Employer contribution / active EE | $8,607 | $3,092+178.4% | $2,421+255.5% | $4,661+84.7% |
| Participant deferral / active EE | $5,775 | $4,914+17.5% | $4,413+30.9% | $6,689-13.7% |
| Admin fee / account holder | $187 | $10,246-98.2% | $8,282-97.7% | $13,398-98.6% |