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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,690 | $99,079-53.9% | $78,002-41.4% | $273,972-83.3% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 10.69% | 217.93%-207.2pp | 425.99%-415.3pp | 41.46%-30.8pp |
| Employer contribution / active EE | $1,210 | $3,308-63.4% | $2,470-51.0% | $4,869-75.2% |
| Participant deferral / active EE | $2,012 | $4,306-53.3% | $3,497-42.5% | $5,287-61.9% |
| Admin fee / account holder | $232 | $8,954-97.4% | $5,481-95.8% | $10,133-97.7% |