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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,520 | $166,242-69.6% | $165,071-69.4% | $145,884-65.4% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 12.47% | 100.44%-88.0pp | 70.17%-57.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,709 | $5,283-48.7% | $4,347-37.7% | $4,662-41.9% |
| Participant deferral / active EE | $2,045 | $6,964-70.6% | $6,035-66.1% | $6,690-69.4% |
| Admin fee / account holder | $109 | $16,658-99.3% | $12,695-99.1% | $13,392-99.2% |