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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,481 | $109,967-68.6% | $97,197-64.5% | $145,877-76.4% |
| Participation rate | 85.7% | 76.0%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 15.58% | 244.27%-228.7pp | 75.47%-59.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,109 | $3,077-63.9% | $2,723-59.3% | $4,663-76.2% |
| Participant deferral / active EE | $5,948 | $4,676+27.2% | $4,263+39.5% | $6,691-11.1% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |