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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,160 | $168,636-69.1% | $147,618-64.7% | $125,388-58.4% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -1.12% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $12,275 | $6,252+96.3% | $5,565+120.6% | $4,866+152.3% |
| Participant deferral / active EE | $6,348 | $5,507+15.3% | $4,895+29.7% | $5,352+18.6% |
| Admin fee / account holder | $54 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |