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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,266 | $136,214-73.4% | $98,775-63.3% | $167,536-78.4% |
| Participation rate | 75.0% | 70.2%+4.8pp | 65.7%+9.3pp | 82.1%-7.1pp |
| Annual return | 17.40% | 67.53%-50.1pp | 49.92%-32.5pp | 478.82%-461.4pp |
| Employer contribution / active EE | $2,348 | $2,631-10.8% | $2,067+13.6% | $4,839-51.5% |
| Participant deferral / active EE | $7,233 | $3,716+94.7% | $3,035+138.3% | $6,342+14.0% |
| Admin fee / account holder | $180 | $5,031-96.4% | $4,076-95.6% | $12,315-98.5% |