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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,783 | $109,372-52.7% | $89,414-42.1% | $158,966-67.4% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 10.97% | 345.55%-334.6pp | 245.50%-234.5pp | 302.95%-292.0pp |
| Employer contribution / active EE | $1,771 | $3,171-44.1% | $2,586-31.5% | $4,762-62.8% |
| Participant deferral / active EE | $5,803 | $4,598+26.2% | $3,890+49.2% | $5,983-3.0% |
| Admin fee / account holder | $20 | $6,156-99.7% | $4,883-99.6% | $11,250-99.8% |