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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,144 | $76,608-33.2% | $56,077-8.8% | $145,877-64.9% |
| Participation rate | 77.8% | 63.2%+14.5pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 15.42% | 3009.59%-2994.2pp | 1709.28%-1693.9pp | 551.28%-535.9pp |
| Employer contribution / active EE | $966 | $1,382-30.1% | $1,040-7.1% | $4,663-79.3% |
| Participant deferral / active EE | $5,932 | $2,624+126.1% | $1,954+203.6% | $6,691-11.3% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |