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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,597 | $111,878-53.9% | $93,727-44.9% | $145,897-64.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 13.96% | 204.28%-190.3pp | 133.83%-119.9pp | 552.29%-538.3pp |
| Employer contribution / active EE | $5,880 | $3,092+90.2% | $2,421+142.8% | $4,663+26.1% |
| Participant deferral / active EE | $7,200 | $4,920+46.3% | $4,417+63.0% | $6,689+7.6% |
| Admin fee / account holder | $123 | $10,256-98.8% | $8,292-98.5% | $13,390-99.1% |