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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,083 | $88,815-31.2% | $81,882-25.4% | $145,897-58.1% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 10.55% | 1033.75%-1023.2pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $6,096 | $3,086+97.5% | $2,916+109.1% | $4,663+30.7% |
| Participant deferral / active EE | $5,831 | $4,647+25.5% | $4,323+34.9% | $6,689-12.8% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |