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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,785 | $111,787-71.6% | $93,681-66.1% | $145,978-78.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 14.93% | 203.52%-188.6pp | 133.47%-118.5pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,349 | $3,093-56.4% | $2,422-44.3% | $4,662-71.1% |
| Participant deferral / active EE | $7,771 | $4,918+58.0% | $4,415+76.0% | $6,690+16.2% |
| Admin fee / account holder | $131 | $10,256-98.7% | $8,290-98.4% | $13,400-99.0% |