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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,899 | $176,120-71.1% | $159,487-68.1% | $167,553-69.6% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 16.88% | 331.95%-315.1pp | 263.71%-246.8pp | 478.89%-462.0pp |
| Employer contribution / active EE | $2,133 | $5,299-59.7% | $4,831-55.8% | $4,840-55.9% |
| Participant deferral / active EE | $4,579 | $7,752-40.9% | $7,354-37.7% | $6,343-27.8% |
| Admin fee / account holder | $175 | $12,561-98.6% | $10,804-98.4% | $12,316-98.6% |