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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,144 | $76,634-33.3% | $56,054-8.8% | $145,978-65.0% |
| Participation rate | 77.8% | 63.2%+14.5pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 15.42% | 3004.33%-2988.9pp | 1705.95%-1690.5pp | 550.52%-535.1pp |
| Employer contribution / active EE | $966 | $1,380-30.0% | $1,039-7.0% | $4,662-79.3% |
| Participant deferral / active EE | $5,932 | $2,622+126.2% | $1,952+203.9% | $6,690-11.3% |
| Admin fee / account holder | $0 | $3,321-100.0% | $2,822-100.0% | $13,400-100.0% |