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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,245 | $96,388-44.8% | $80,627-34.0% | $139,466-61.8% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.6pp |
| Annual return | 22.10% | 1352.08%-1330.0pp | 936.76%-914.7pp | 373.66%-351.6pp |
| Employer contribution / active EE | $916 | $3,260-71.9% | $2,723-66.4% | $4,754-80.7% |
| Participant deferral / active EE | $6,030 | $5,224+15.4% | $4,443+35.7% | $6,712-10.2% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |