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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,313 | $91,536-60.3% | $130,062-72.1% | $75,177-51.7% |
| Participation rate | 96.4% | 71.5%+25.0pp | 78.5%+17.9pp | 67.2%+29.2pp |
| Annual return | 20.38% | -631.62%+652.0pp | -137.37%+157.7pp | 160.75%-140.4pp |
| Employer contribution / active EE | $1,989 | $2,845-30.1% | $4,322-54.0% | $2,671-25.6% |
| Participant deferral / active EE | $6,641 | $4,343+52.9% | $5,821+14.1% | $4,126+60.9% |
| Admin fee / account holder | $103 | $6,780-98.5% | $10,601-99.0% | $5,651-98.2% |