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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,947 | $100,203-65.1% | $85,240-59.0% | $145,897-76.0% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 54.09% | 84.28%-30.2pp | 66.75%-12.7pp | 552.29%-498.2pp |
| Employer contribution / active EE | $3,576 | $3,242+10.3% | $2,735+30.7% | $4,663-23.3% |
| Participant deferral / active EE | $7,593 | $5,299+43.3% | $4,527+67.7% | $6,689+13.5% |
| Admin fee / account holder | $48 | $7,265-99.3% | $6,165-99.2% | $13,390-99.6% |