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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,921 | $112,121-54.6% | $95,960-46.9% | $158,966-68.0% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 17.74% | 171.16%-153.4pp | 91.63%-73.9pp | 302.95%-285.2pp |
| Employer contribution / active EE | $2,058 | $3,199-35.7% | $2,541-19.0% | $4,762-56.8% |
| Participant deferral / active EE | $4,621 | $4,784-3.4% | $4,167+10.9% | $5,983-22.8% |
| Admin fee / account holder | $50 | $10,135-99.5% | $6,797-99.3% | $11,250-99.6% |