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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,840 | $58,234-64.2% | $81,783-74.5% | $80,874-74.2% |
| Participation rate | 74.2% | 63.4%+10.8pp | 72.4%+1.8pp | 67.6%+6.5pp |
| Annual return | 11.76% | 41.70%-29.9pp | 775.05%-763.3pp | 35.62%-23.9pp |
| Employer contribution / active EE | $5,222 | $2,341+123.0% | $2,913+79.3% | $2,756+89.5% |
| Participant deferral / active EE | $2,626 | $3,283-20.0% | $4,320-39.2% | $4,297-38.9% |
| Admin fee / account holder | $205 | $4,982-95.9% | $7,380-97.2% | $6,935-97.0% |