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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,688 | $103,000-50.8% | $90,300-43.9% | $152,885-66.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 27.19% | 95.19%-68.0pp | 78.11%-50.9pp | 345.39%-318.2pp |
| Employer contribution / active EE | $3,753 | $3,138+19.6% | $2,854+31.5% | $4,763-21.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |