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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,778 | $90,607-37.3% | $79,467-28.6% | $135,380-58.1% |
| Participation rate | 84.2% | 76.0%+8.2pp | 73.3%+10.9pp | 82.6%+1.6pp |
| Annual return | 14.58% | 977.74%-963.2pp | 718.30%-703.7pp | 519.81%-505.2pp |
| Employer contribution / active EE | $2,589 | $3,068-15.6% | $2,800-7.6% | $4,779-45.8% |
| Participant deferral / active EE | $1,653 | $4,050-59.2% | $3,704-55.4% | $5,609-70.5% |
| Admin fee / account holder | $191 | $5,895-96.8% | $5,104-96.3% | $10,828-98.2% |