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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,104 | $90,614-43.6% | $76,089-32.8% | $145,877-65.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.1%+16.6pp | 80.3%+5.4pp |
| Annual return | 9.90% | 623.80%-613.9pp | 360.94%-351.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,890 | $3,324-43.1% | $2,690-29.7% | $4,663-59.5% |
| Participant deferral / active EE | $5,414 | $5,168+4.8% | $4,259+27.1% | $6,691-19.1% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |