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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,167 | $100,938-50.3% | $90,461-44.5% | $158,982-68.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 24.74% | 1727.20%-1702.5pp | 1294.76%-1270.0pp | 302.99%-278.3pp |
| Employer contribution / active EE | $2,218 | $3,691-39.9% | $3,264-32.0% | $4,763-53.4% |
| Participant deferral / active EE | $2,324 | $4,350-46.6% | $3,964-41.4% | $5,983-61.2% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |