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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,306 | $111,785-53.2% | $93,669-44.2% | $145,877-64.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.28% | 203.79%-193.5pp | 133.59%-123.3pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,695 | $3,096-45.3% | $2,424-30.1% | $4,663-63.7% |
| Participant deferral / active EE | $5,410 | $4,919+10.0% | $4,416+22.5% | $6,691-19.1% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |