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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,294 | $85,171-22.2% | $172,752-61.6% | $72,975-9.2% |
| Participation rate | 75.8% | 70.1%+5.7pp | 82.6%-6.9pp | 69.5%+6.3pp |
| Annual return | 22.43% | 27.32%-4.9pp | 802.97%-780.5pp | 81.01%-58.6pp |
| Employer contribution / active EE | $2,241 | $3,324-32.6% | $5,144-56.4% | $2,440-8.2% |
| Participant deferral / active EE | $5,534 | $3,260+69.8% | $5,198+6.5% | $3,608+53.4% |
| Admin fee / account holder | $106 | $5,880-98.2% | $13,955-99.2% | $5,124-97.9% |