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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,036 | $96,678-49.3% | $86,640-43.4% | $139,466-64.8% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 15.83% | 106.69%-90.9pp | 592.52%-576.7pp | 373.66%-357.8pp |
| Employer contribution / active EE | $1,927 | $3,265-41.0% | $3,024-36.3% | $4,754-59.5% |
| Participant deferral / active EE | $7,380 | $4,837+52.6% | $4,438+66.3% | $6,712+9.9% |
| Admin fee / account holder | $146 | $6,410-97.7% | $5,616-97.4% | $11,409-98.7% |