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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,877 | $70,366-27.7% | $66,674-23.7% | $138,895-63.4% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.7%+18.6pp | 79.9%+12.4pp |
| Annual return | 24.30% | 386.41%-362.1pp | 321.24%-296.9pp | 145.39%-121.1pp |
| Employer contribution / active EE | $4,078 | $2,765+47.5% | $2,620+55.6% | $4,194-2.8% |
| Participant deferral / active EE | $9,015 | $4,374+106.1% | $4,084+120.7% | $6,396+40.9% |
| Admin fee / account holder | $58 | $5,262-98.9% | $5,098-98.9% | $12,562-99.5% |