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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,570 | $49,199+6.9% | $121,204-56.6% | $75,173-30.1% |
| Participation rate | 94.1% | 55.4%+38.7pp | 69.5%+24.6pp | 67.2%+26.9pp |
| Annual return | 24.72% | 56.04%-31.3pp | 987.18%-962.5pp | 160.72%-136.0pp |
| Employer contribution / active EE | $2,647 | $1,547+71.1% | $4,170-36.5% | $2,671-0.9% |
| Participant deferral / active EE | $5,168 | $2,630+96.5% | $4,083+26.6% | $4,126+25.2% |
| Admin fee / account holder | $299 | $3,946-92.4% | $5,651-94.7% | $5,651-94.7% |