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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,642 | $111,830-75.3% | $93,696-70.5% | $145,884-81.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 17.42% | 204.08%-186.7pp | 133.74%-116.3pp | 551.85%-534.4pp |
| Employer contribution / active EE | $3,506 | $3,093+13.4% | $2,422+44.8% | $4,662-24.8% |
| Participant deferral / active EE | $3,467 | $4,920-29.5% | $4,417-21.5% | $6,690-48.2% |
| Admin fee / account holder | $42 | $10,249-99.6% | $8,287-99.5% | $13,392-99.7% |