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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,223 | $102,595-49.1% | $94,057-44.5% | $154,746-66.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 15.89% | 583.42%-567.5pp | 480.62%-464.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,205 | $3,147+1.8% | $2,933+9.3% | $4,379-26.8% |
| Participant deferral / active EE | $10,015 | $5,118+95.7% | $4,709+112.7% | $6,730+48.8% |
| Admin fee / account holder | $58 | $7,736-99.2% | $7,244-99.2% | $14,365-99.6% |