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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,060 | $99,079-50.5% | $78,002-37.1% | $273,972-82.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 9.58% | 217.93%-208.3pp | 425.99%-416.4pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,376 | $3,308-58.4% | $2,470-44.3% | $4,869-71.7% |
| Participant deferral / active EE | $5,014 | $4,306+16.4% | $3,497+43.4% | $5,287-5.2% |
| Admin fee / account holder | $2 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |