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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,743 | $111,830-66.2% | $93,696-59.7% | $145,884-74.1% |
| Participation rate | 86.4% | 74.2%+12.1pp | 68.7%+17.6pp | 80.3%+6.1pp |
| Annual return | 14.45% | 204.08%-189.6pp | 133.74%-119.3pp | 551.85%-537.4pp |
| Employer contribution / active EE | $2,345 | $3,093-24.2% | $2,422-3.2% | $4,662-49.7% |
| Participant deferral / active EE | $4,865 | $4,920-1.1% | $4,417+10.1% | $6,690-27.3% |
| Admin fee / account holder | $234 | $10,249-97.7% | $8,287-97.2% | $13,392-98.3% |