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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,154 | $154,754-81.2% | $124,206-76.5% | $138,895-79.0% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.6%+17.9pp | 79.9%+7.6pp |
| Annual return | 21.18% | 709.28%-688.1pp | 515.27%-494.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $3,467 | $4,446-22.0% | $3,540-2.1% | $4,194-17.3% |
| Participant deferral / active EE | $3,976 | $4,621-14.0% | $3,968+0.2% | $6,396-37.8% |
| Admin fee / account holder | $48 | $6,690-99.3% | $5,929-99.2% | $12,562-99.6% |