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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,208 | $180,466-72.2% | $154,114-67.4% | $135,382-62.9% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | -7.34% | 888.15%-895.5pp | 735.16%-742.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $1,495 | $6,035-75.2% | $5,298-71.8% | $4,779-68.7% |
| Participant deferral / active EE | $5,769 | $5,806-0.6% | $5,081+13.6% | $5,609+2.9% |
| Admin fee / account holder | $293 | $16,144-98.2% | $13,411-97.8% | $10,829-97.3% |