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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,030 | $99,079-53.5% | $78,002-41.0% | $273,972-83.2% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 7.51% | 217.93%-210.4pp | 425.99%-418.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,228 | $3,308-32.6% | $2,470-9.8% | $4,869-54.2% |
| Participant deferral / active EE | $3,756 | $4,306-12.8% | $3,497+7.4% | $5,287-29.0% |
| Admin fee / account holder | $161 | $8,954-98.2% | $5,481-97.1% | $10,133-98.4% |