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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,468 | $70,366-26.9% | $66,674-22.8% | $138,895-62.9% |
| Participation rate | 95.2% | 76.2%+19.1pp | 73.7%+21.6pp | 79.9%+15.3pp |
| Annual return | 16.26% | 386.41%-370.1pp | 321.24%-305.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,691 | $2,765-38.9% | $2,620-35.5% | $4,194-59.7% |
| Participant deferral / active EE | $4,237 | $4,374-3.1% | $4,084+3.8% | $6,396-33.8% |
| Admin fee / account holder | $295 | $5,262-94.4% | $5,098-94.2% | $12,562-97.6% |