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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,709 | $144,130-60.0% | $117,861-51.0% | $147,586-60.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 13.81% | 531.20%-517.4pp | 335.11%-321.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,961 | $4,897-60.0% | $3,786-48.2% | $4,876-59.8% |
| Participant deferral / active EE | $4,575 | $5,316-13.9% | $4,482+2.1% | $5,439-15.9% |
| Admin fee / account holder | $73 | $10,887-99.3% | $8,021-99.1% | $10,886-99.3% |