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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,176 | $105,160-71.3% | $94,679-68.1% | $139,456-78.4% |
| Participation rate | 90.9% | 82.4%+8.5pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 14.94% | 38.04%-23.1pp | 156.75%-141.8pp | 373.45%-358.5pp |
| Employer contribution / active EE | $1,547 | $4,107-62.3% | $3,673-57.9% | $4,753-67.4% |
| Participant deferral / active EE | $4,191 | $7,599-44.8% | $7,417-43.5% | $6,711-37.5% |
| Admin fee / account holder | $255 | $8,988-97.2% | $7,233-96.5% | $11,407-97.8% |