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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,091 | $168,635-70.9% | $147,617-66.7% | $125,389-60.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.48% | 77.65%-80.1pp | 61.98%-64.5pp | 282.24%-284.7pp |
| Employer contribution / active EE | $3,582 | $6,252-42.7% | $5,564-35.6% | $4,866-26.4% |
| Participant deferral / active EE | $5,346 | $5,507-2.9% | $4,895+9.2% | $5,352-0.1% |
| Admin fee / account holder | $131 | $13,580-99.0% | $11,612-98.9% | $9,541-98.6% |