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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,608 | $104,937-48.0% | $84,628-35.5% | $152,897-64.3% |
| Participation rate | 77.8% | 74.8%+2.9pp | 68.2%+9.5pp | 82.5%-4.7pp |
| Annual return | 28.19% | 373.88%-345.7pp | 258.80%-230.6pp | 345.43%-317.2pp |
| Employer contribution / active EE | $2,956 | $3,303-10.5% | $2,653+11.4% | $4,764-37.9% |
| Participant deferral / active EE | $6,199 | $4,690+32.2% | $3,900+58.9% | $5,851+5.9% |
| Admin fee / account holder | $112 | $6,243-98.2% | $4,914-97.7% | $11,599-99.0% |