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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,460 | $111,878-50.4% | $93,727-40.8% | $145,897-62.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 15.01% | 204.28%-189.3pp | 133.83%-118.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $3,846 | $3,092+24.4% | $2,421+58.8% | $4,663-17.5% |
| Participant deferral / active EE | $11,850 | $4,920+140.8% | $4,417+168.3% | $6,689+77.1% |
| Admin fee / account holder | $197 | $10,256-98.1% | $8,292-97.6% | $13,390-98.5% |