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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,349 | $168,636-71.3% | $147,618-67.2% | $125,388-61.4% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -0.33% | 77.65%-78.0pp | 61.98%-62.3pp | 282.24%-282.6pp |
| Employer contribution / active EE | $18,044 | $6,252+188.6% | $5,565+224.3% | $4,866+270.8% |
| Participant deferral / active EE | $5,161 | $5,507-6.3% | $4,895+5.4% | $5,352-3.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |