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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,975 | $100,938-45.5% | $90,461-39.2% | $158,982-65.4% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 28.50% | 1727.20%-1698.7pp | 1294.76%-1266.3pp | 302.99%-274.5pp |
| Employer contribution / active EE | $1,509 | $3,691-59.1% | $3,264-53.8% | $4,763-68.3% |
| Participant deferral / active EE | $6,410 | $4,350+47.4% | $3,964+61.7% | $5,983+7.1% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |