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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,245 | $107,363-43.9% | $92,909-35.2% | $152,897-60.6% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 32.48% | 145.63%-113.1pp | 109.44%-77.0pp | 345.43%-312.9pp |
| Employer contribution / active EE | $1,908 | $4,222-54.8% | $3,653-47.8% | $4,764-59.9% |
| Participant deferral / active EE | $3,522 | $4,848-27.3% | $4,238-16.9% | $5,851-39.8% |
| Admin fee / account holder | $280 | $7,082-96.0% | $5,795-95.2% | $11,599-97.6% |