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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,716 | $99,079-31.7% | $78,002-13.2% | $273,972-75.3% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.5%+17.3pp | 83.0%+9.8pp |
| Annual return | 22.80% | 217.93%-195.1pp | 425.99%-403.2pp | 41.46%-18.7pp |
| Employer contribution / active EE | $1,304 | $3,308-60.6% | $2,470-47.2% | $4,869-73.2% |
| Participant deferral / active EE | $5,707 | $4,306+32.5% | $3,497+63.2% | $5,287+7.9% |
| Admin fee / account holder | $93 | $8,954-99.0% | $5,481-98.3% | $10,133-99.1% |