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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,112 | $175,231-70.8% | $149,696-65.9% | $139,466-63.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 13.98% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $2,330 | $5,478-57.5% | $4,821-51.7% | $4,754-51.0% |
| Participant deferral / active EE | $5,936 | $6,521-9.0% | $5,682+4.5% | $6,712-11.6% |
| Admin fee / account holder | $136 | $16,155-99.2% | $13,212-99.0% | $11,409-98.8% |