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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,598 | $112,131-51.3% | $95,964-43.1% | $158,982-65.7% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 14.01% | 171.19%-157.2pp | 91.64%-77.6pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,349 | $3,199-57.8% | $2,541-46.9% | $4,763-71.7% |
| Participant deferral / active EE | $3,855 | $4,784-19.4% | $4,167-7.5% | $5,983-35.6% |
| Admin fee / account holder | $31 | $10,136-99.7% | $6,797-99.5% | $11,252-99.7% |