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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,148 | $111,878-58.8% | $93,727-50.8% | $145,897-68.4% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 14.50% | 204.28%-189.8pp | 133.83%-119.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,684 | $3,092-13.2% | $2,421+10.8% | $4,663-42.4% |
| Participant deferral / active EE | $5,574 | $4,920+13.3% | $4,417+26.2% | $6,689-16.7% |
| Admin fee / account holder | $116 | $10,256-98.9% | $8,292-98.6% | $13,390-99.1% |