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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,453 | $109,411-54.8% | $89,435-44.7% | $158,982-68.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 28.01% | 345.68%-317.7pp | 245.55%-217.5pp | 302.99%-275.0pp |
| Employer contribution / active EE | $1,727 | $3,173-45.6% | $2,587-33.2% | $4,763-63.7% |
| Participant deferral / active EE | $5,262 | $4,600+14.4% | $3,890+35.3% | $5,983-12.1% |
| Admin fee / account holder | $201 | $6,159-96.7% | $4,884-95.9% | $11,252-98.2% |