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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,646 | $102,595-43.8% | $94,057-38.7% | $154,746-62.7% |
| Participation rate | 95.5% | 76.0%+19.5pp | 73.3%+22.1pp | 80.7%+14.8pp |
| Annual return | 10.93% | 583.42%-572.5pp | 480.62%-469.7pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,090 | $3,147-65.4% | $2,933-62.8% | $4,379-75.1% |
| Participant deferral / active EE | $4,772 | $5,118-6.8% | $4,709+1.3% | $6,730-29.1% |
| Admin fee / account holder | $86 | $7,736-98.9% | $7,244-98.8% | $14,365-99.4% |