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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,491 | $166,131-67.8% | $164,975-67.6% | $145,877-63.3% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 15.83% | 100.37%-84.5pp | 70.12%-54.3pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,651 | $5,276-68.7% | $4,343-62.0% | $4,663-64.6% |
| Participant deferral / active EE | $2,242 | $6,962-67.8% | $6,033-62.8% | $6,691-66.5% |
| Admin fee / account holder | $11 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |