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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,122 | $109,967-51.7% | $97,197-45.3% | $145,877-63.6% |
| Participation rate | 92.9% | 76.0%+16.9pp | 72.7%+20.2pp | 80.3%+12.6pp |
| Annual return | 18.58% | 244.27%-225.7pp | 75.47%-56.9pp | 551.28%-532.7pp |
| Employer contribution / active EE | $3,154 | $3,077+2.5% | $2,723+15.8% | $4,663-32.4% |
| Participant deferral / active EE | $2,202 | $4,676-52.9% | $4,263-48.4% | $6,691-67.1% |
| Admin fee / account holder | $37 | $6,199-99.4% | $5,637-99.3% | $13,402-99.7% |