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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,840 | $58,258-64.2% | $81,820-74.5% | $80,925-74.2% |
| Participation rate | 74.2% | 63.5%+10.7pp | 72.4%+1.8pp | 67.7%+6.5pp |
| Annual return | 11.76% | 41.76%-30.0pp | 777.93%-766.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $5,222 | $2,345+122.6% | $2,915+79.1% | $2,756+89.5% |
| Participant deferral / active EE | $2,626 | $3,284-20.0% | $4,323-39.3% | $4,299-38.9% |
| Admin fee / account holder | $205 | $4,976-95.9% | $7,391-97.2% | $6,940-97.0% |