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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,679 | $108,701-51.5% | $74,723-29.5% | $152,909-65.5% |
| Participation rate | 76.9% | 65.4%+11.6pp | 54.5%+22.5pp | 82.5%-5.5pp |
| Annual return | 19.04% | 114.12%-95.1pp | 753.18%-734.1pp | 345.46%-326.4pp |
| Employer contribution / active EE | $2,388 | $1,504+58.7% | $1,084+120.2% | $4,764-49.9% |
| Participant deferral / active EE | $2,178 | $2,709-19.6% | $1,962+11.1% | $5,851-62.8% |
| Admin fee / account holder | $206 | $4,906-95.8% | $3,335-93.8% | $11,601-98.2% |