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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,894 | $111,878-67.0% | $93,727-60.6% | $145,897-74.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.56% | 204.28%-191.7pp | 133.83%-121.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,253 | $3,092-27.1% | $2,421-6.9% | $4,663-51.7% |
| Participant deferral / active EE | $6,204 | $4,920+26.1% | $4,417+40.5% | $6,689-7.2% |
| Admin fee / account holder | $214 | $10,256-97.9% | $8,292-97.4% | $13,390-98.4% |