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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,319 | $85,766-61.2% | $136,298-75.6% | $70,126-52.5% |
| Participation rate | 95.8% | 74.2%+21.6pp | 81.9%+13.9pp | 69.5%+26.2pp |
| Annual return | 17.09% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $2,493 | $2,966-15.9% | $4,696-46.9% | $2,343+6.4% |
| Participant deferral / active EE | $6,476 | $5,051+28.2% | $6,247+3.7% | $3,332+94.4% |
| Admin fee / account holder | $267 | $5,421-95.1% | $9,244-97.1% | $4,645-94.3% |