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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,085 | $168,635-70.3% | $147,617-66.1% | $125,389-60.1% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -0.99% | 77.65%-78.6pp | 61.98%-63.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,350 | $6,252-62.4% | $5,564-57.8% | $4,866-51.7% |
| Participant deferral / active EE | $2,670 | $5,507-51.5% | $4,895-45.5% | $5,352-50.1% |
| Admin fee / account holder | $278 | $13,580-98.0% | $11,612-97.6% | $9,541-97.1% |