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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,407 | $115,814-56.5% | $101,275-50.2% | $158,982-68.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.00% | 56.16%-37.2pp | 46.48%-27.5pp | 302.99%-284.0pp |
| Employer contribution / active EE | $3,396 | $4,176-18.7% | $3,660-7.2% | $4,763-28.7% |
| Participant deferral / active EE | $2,500 | $4,958-49.6% | $4,371-42.8% | $5,983-58.2% |
| Admin fee / account holder | $296 | $7,249-95.9% | $5,948-95.0% | $11,252-97.4% |