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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,747 | $112,121-52.1% | $95,960-44.0% | $158,966-66.2% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 13.94% | 171.16%-157.2pp | 91.63%-77.7pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,321 | $3,199-58.7% | $2,541-48.0% | $4,762-72.3% |
| Participant deferral / active EE | $4,431 | $4,784-7.4% | $4,167+6.3% | $5,983-25.9% |
| Admin fee / account holder | $7 | $10,135-99.9% | $6,797-99.9% | $11,250-99.9% |