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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,510 | $55,470-8.9% | $155,556-67.5% | $74,478-32.2% |
| Participation rate | 96.6% | 61.9%+34.7pp | 78.2%+18.4pp | 67.2%+29.4pp |
| Annual return | 15.75% | 269.80%-254.1pp | 64.84%-49.1pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $2,750 | $2,267+21.3% | $4,675-41.2% | $2,626+4.7% |
| Participant deferral / active EE | $2,842 | $2,838+0.1% | $5,631-49.5% | $4,350-34.7% |
| Admin fee / account holder | $15 | $1,744-99.1% | $15,885-99.9% | $1,946-99.2% |