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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,866 | $103,008-53.5% | $90,304-47.0% | $152,897-68.7% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.5%-1.2pp |
| Annual return | 26.43% | 95.22%-68.8pp | 78.13%-51.7pp | 345.43%-319.0pp |
| Employer contribution / active EE | $5,478 | $3,139+74.5% | $2,855+91.9% | $4,764+15.0% |
| Participant deferral / active EE | $7,099 | $4,281+65.8% | $3,885+82.7% | $5,851+21.3% |
| Admin fee / account holder | $96 | $6,175-98.4% | $5,354-98.2% | $11,599-99.2% |