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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,144 | $76,785-33.4% | $56,441-9.4% | $145,959-65.0% |
| Participation rate | 77.8% | 63.2%+14.5pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 15.42% | 3000.51%-2985.1pp | 1704.21%-1688.8pp | 561.95%-546.5pp |
| Employer contribution / active EE | $966 | $1,381-30.0% | $1,039-7.0% | $4,661-79.3% |
| Participant deferral / active EE | $5,932 | $2,624+126.1% | $1,953+203.8% | $6,689-11.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |