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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,144 | $76,519-33.2% | $56,025-8.7% | $145,897-64.9% |
| Participation rate | 77.8% | 63.2%+14.5pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 15.42% | 3017.03%-3001.6pp | 1712.69%-1697.3pp | 552.29%-536.9pp |
| Employer contribution / active EE | $966 | $1,383-30.2% | $1,042-7.2% | $4,663-79.3% |
| Participant deferral / active EE | $5,932 | $2,624+126.0% | $1,955+203.5% | $6,689-11.3% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |