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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,302 | $111,787-75.6% | $93,681-70.9% | $145,978-81.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 8.57% | 203.52%-194.9pp | 133.47%-124.9pp | 550.52%-541.9pp |
| Employer contribution / active EE | $3,039 | $3,093-1.8% | $2,422+25.5% | $4,662-34.8% |
| Participant deferral / active EE | $8,849 | $4,918+79.9% | $4,415+100.4% | $6,690+32.3% |
| Admin fee / account holder | $134 | $10,256-98.7% | $8,290-98.4% | $13,400-99.0% |