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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,947 | $100,139-65.1% | $85,187-59.0% | $145,884-76.0% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 54.09% | 84.15%-30.1pp | 66.67%-12.6pp | 551.85%-497.8pp |
| Employer contribution / active EE | $3,576 | $3,238+10.4% | $2,732+30.9% | $4,662-23.3% |
| Participant deferral / active EE | $7,593 | $5,296+43.4% | $4,525+67.8% | $6,690+13.5% |
| Admin fee / account holder | $48 | $7,262-99.3% | $6,162-99.2% | $13,392-99.6% |