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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,681 | $58,927-14.0% | $76,823-34.0% | $72,983-30.6% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 20.36% | 2305.64%-2285.3pp | 1166.42%-1146.1pp | 81.01%-60.6pp |
| Employer contribution / active EE | $1,986 | $1,787+11.1% | $2,302-13.7% | $2,440-18.6% |
| Participant deferral / active EE | $5,210 | $2,690+93.7% | $3,336+56.2% | $3,608+44.4% |
| Admin fee / account holder | $190 | $4,013-95.3% | $6,422-97.0% | $5,124-96.3% |