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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,510 | $55,446-8.9% | $155,574-67.5% | $74,429-32.1% |
| Participation rate | 96.6% | 61.9%+34.7pp | 78.2%+18.4pp | 67.2%+29.4pp |
| Annual return | 15.75% | 269.20%-253.4pp | 64.87%-49.1pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $2,750 | $2,266+21.4% | $4,676-41.2% | $2,625+4.8% |
| Participant deferral / active EE | $2,842 | $2,836+0.2% | $5,629-49.5% | $4,348-34.6% |
| Admin fee / account holder | $15 | $1,743-99.1% | $15,914-99.9% | $1,944-99.2% |