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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,396 | $90,691-37.8% | $76,119-25.9% | $145,884-61.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 9.80% | 624.52%-614.7pp | 361.25%-351.4pp | 551.85%-542.0pp |
| Employer contribution / active EE | $2,860 | $3,329-14.1% | $2,693+6.2% | $4,662-38.7% |
| Participant deferral / active EE | $8,913 | $5,167+72.5% | $4,259+109.3% | $6,690+33.2% |
| Admin fee / account holder | $52 | $8,383-99.4% | $6,421-99.2% | $13,392-99.6% |