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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,460 | $111,830-50.4% | $93,696-40.8% | $145,884-62.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 15.01% | 204.08%-189.1pp | 133.74%-118.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,846 | $3,093+24.3% | $2,422+58.8% | $4,662-17.5% |
| Participant deferral / active EE | $11,850 | $4,920+140.9% | $4,417+168.3% | $6,690+77.1% |
| Admin fee / account holder | $197 | $10,249-98.1% | $8,287-97.6% | $13,392-98.5% |