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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,251 | $83,337-61.3% | $67,834-52.5% | $273,972-88.2% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 12.87% | 259.45%-246.6pp | 138.47%-125.6pp | 41.46%-28.6pp |
| Employer contribution / active EE | $5,096 | $3,287+55.0% | $2,403+112.0% | $4,869+4.7% |
| Participant deferral / active EE | $3,092 | $4,088-24.4% | $3,160-2.2% | $5,287-41.5% |
| Admin fee / account holder | $23 | $6,752-99.7% | $4,622-99.5% | $10,133-99.8% |