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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,122 | $110,039-51.7% | $97,260-45.4% | $145,884-63.6% |
| Participation rate | 92.9% | 75.9%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 18.58% | 244.44%-225.9pp | 75.54%-57.0pp | 551.85%-533.3pp |
| Employer contribution / active EE | $3,154 | $3,074+2.6% | $2,721+15.9% | $4,662-32.4% |
| Participant deferral / active EE | $2,202 | $4,674-52.9% | $4,262-48.3% | $6,690-67.1% |
| Admin fee / account holder | $37 | $6,204-99.4% | $5,640-99.3% | $13,392-99.7% |