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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,597 | $111,785-53.8% | $93,669-44.9% | $145,877-64.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 13.96% | 203.79%-189.8pp | 133.59%-119.6pp | 551.28%-537.3pp |
| Employer contribution / active EE | $5,880 | $3,096+89.9% | $2,424+142.6% | $4,663+26.1% |
| Participant deferral / active EE | $7,200 | $4,919+46.4% | $4,416+63.1% | $6,691+7.6% |
| Admin fee / account holder | $123 | $10,256-98.8% | $8,291-98.5% | $13,402-99.1% |