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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,239 | $109,904-56.1% | $97,167-50.4% | $145,959-66.9% |
| Participation rate | 76.9% | 75.9%+1.0pp | 72.7%+4.2pp | 80.3%-3.4pp |
| Annual return | 9.91% | 243.43%-233.5pp | 75.27%-65.4pp | 561.95%-552.0pp |
| Employer contribution / active EE | $5,658 | $3,084+83.4% | $2,729+107.3% | $4,661+21.4% |
| Participant deferral / active EE | $5,312 | $4,676+13.6% | $4,264+24.6% | $6,689-20.6% |
| Admin fee / account holder | $20 | $6,216-99.7% | $5,650-99.6% | $13,398-99.9% |