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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,147 | $112,121-56.2% | $95,960-48.8% | $158,966-69.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.41% | 171.16%-153.8pp | 91.63%-74.2pp | 302.95%-285.5pp |
| Employer contribution / active EE | $5,071 | $3,199+58.5% | $2,541+99.5% | $4,762+6.5% |
| Participant deferral / active EE | $7,099 | $4,784+48.4% | $4,167+70.4% | $5,983+18.7% |
| Admin fee / account holder | $43 | $10,135-99.6% | $6,797-99.4% | $11,250-99.6% |