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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,311 | $60,139-21.3% | $90,461-47.7% | $79,856-40.8% |
| Participation rate | 89.3% | 65.0%+24.3pp | 72.7%+16.6pp | 69.6%+19.6pp |
| Annual return | 16.80% | 71.96%-55.2pp | 1294.76%-1278.0pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,054 | $2,069+47.6% | $3,264-6.4% | $2,471+23.6% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $206 | $3,978-94.8% | $5,617-96.3% | $5,306-96.1% |