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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,237 | $150,207-72.5% | $120,380-65.7% | $145,978-71.8% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 16.45% | 154.28%-137.8pp | 107.28%-90.8pp | 550.52%-534.1pp |
| Employer contribution / active EE | $1,905 | $4,351-56.2% | $3,465-45.0% | $4,662-59.1% |
| Participant deferral / active EE | $2,553 | $6,175-58.7% | $4,992-48.9% | $6,690-61.8% |
| Admin fee / account holder | $229 | $12,203-98.1% | $9,421-97.6% | $13,400-98.3% |