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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,828 | $99,079-48.7% | $78,002-34.8% | $273,972-81.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 5.12% | 217.93%-212.8pp | 425.99%-420.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,099 | $3,308-36.5% | $2,470-15.0% | $4,869-56.9% |
| Participant deferral / active EE | $4,197 | $4,306-2.5% | $3,497+20.0% | $5,287-20.6% |
| Admin fee / account holder | $239 | $8,954-97.3% | $5,481-95.6% | $10,133-97.6% |