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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,677 | $98,766-53.8% | $149,730-69.5% | $79,852-42.8% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.6%+6.2pp |
| Annual return | 49.05% | 27.43%+21.6pp | 276.70%-227.6pp | 31.72%+17.3pp |
| Employer contribution / active EE | $3,754 | $3,217+16.7% | $4,645-19.2% | $2,471+51.9% |
| Participant deferral / active EE | $7,642 | $5,681+34.5% | $6,843+11.7% | $3,740+104.3% |
| Admin fee / account holder | $209 | $6,052-96.6% | $9,310-97.8% | $5,306-96.1% |