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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,952 | $107,363-51.6% | $92,909-44.1% | $152,897-66.0% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 18.62% | 145.63%-127.0pp | 109.44%-90.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $9,948 | $4,222+135.6% | $3,653+172.3% | $4,764+108.8% |
| Participant deferral / active EE | $6,170 | $4,848+27.3% | $4,238+45.6% | $5,851+5.5% |
| Admin fee / account holder | $35 | $7,082-99.5% | $5,795-99.4% | $11,599-99.7% |