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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,510 | $55,472-8.9% | $155,567-67.5% | $74,546-32.2% |
| Participation rate | 96.6% | 61.9%+34.7pp | 78.2%+18.4pp | 67.2%+29.4pp |
| Annual return | 15.75% | 268.72%-253.0pp | 64.74%-49.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $2,750 | $2,269+21.2% | $4,674-41.2% | $2,624+4.8% |
| Participant deferral / active EE | $2,842 | $2,838+0.2% | $5,628-49.5% | $4,347-34.6% |
| Admin fee / account holder | $15 | $1,743-99.1% | $15,916-99.9% | $1,944-99.2% |