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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,066 | $109,967-46.3% | $97,197-39.2% | $145,877-59.5% |
| Participation rate | 88.9% | 76.0%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 11.42% | 244.27%-232.8pp | 75.47%-64.0pp | 551.28%-539.9pp |
| Employer contribution / active EE | $2,510 | $3,077-18.4% | $2,723-7.8% | $4,663-46.2% |
| Participant deferral / active EE | $5,521 | $4,676+18.1% | $4,263+29.5% | $6,691-17.5% |
| Admin fee / account holder | $286 | $6,199-95.4% | $5,637-94.9% | $13,402-97.9% |