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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,785 | $111,830-71.6% | $93,696-66.1% | $145,884-78.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 14.93% | 204.08%-189.2pp | 133.74%-118.8pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,349 | $3,093-56.4% | $2,422-44.3% | $4,662-71.1% |
| Participant deferral / active EE | $7,771 | $4,920+58.0% | $4,417+76.0% | $6,690+16.2% |
| Admin fee / account holder | $131 | $10,249-98.7% | $8,287-98.4% | $13,392-99.0% |