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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,642 | $111,785-75.3% | $93,669-70.5% | $145,877-81.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 17.42% | 203.79%-186.4pp | 133.59%-116.2pp | 551.28%-533.9pp |
| Employer contribution / active EE | $3,506 | $3,096+13.2% | $2,424+44.7% | $4,663-24.8% |
| Participant deferral / active EE | $3,467 | $4,919-29.5% | $4,416-21.5% | $6,691-48.2% |
| Admin fee / account holder | $42 | $10,256-99.6% | $8,291-99.5% | $13,402-99.7% |