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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,681 | $106,905-70.4% | $84,020-62.3% | $152,885-79.3% |
| Participation rate | 84.6% | 75.2%+9.4pp | 69.0%+15.6pp | 82.5%+2.2pp |
| Annual return | 19.36% | 105.00%-85.6pp | 71.31%-51.9pp | 345.39%-326.0pp |
| Employer contribution / active EE | $1,000 | $2,735-63.4% | $1,984-49.6% | $4,763-79.0% |
| Participant deferral / active EE | $2,920 | $4,012-27.2% | $3,239-9.9% | $5,851-50.1% |
| Admin fee / account holder | $192 | $8,287-97.7% | $6,101-96.9% | $11,598-98.3% |