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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,237 | $150,346-72.6% | $120,524-65.8% | $145,877-71.7% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 16.45% | 154.40%-138.0pp | 107.36%-90.9pp | 551.28%-534.8pp |
| Employer contribution / active EE | $1,905 | $4,353-56.2% | $3,469-45.1% | $4,663-59.1% |
| Participant deferral / active EE | $2,553 | $6,172-58.6% | $4,994-48.9% | $6,691-61.8% |
| Admin fee / account holder | $229 | $12,215-98.1% | $9,440-97.6% | $13,402-98.3% |