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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,119 | $81,664-36.2% | $70,476-26.0% | $158,966-67.2% |
| Participation rate | 86.7% | 77.7%+8.9pp | 75.1%+11.6pp | 82.0%+4.7pp |
| Annual return | 17.81% | 208.59%-190.8pp | 109.12%-91.3pp | 302.95%-285.1pp |
| Employer contribution / active EE | $1,784 | $3,219-44.6% | $2,738-34.8% | $4,762-62.5% |
| Participant deferral / active EE | $6,356 | $4,556+39.5% | $3,710+71.3% | $5,983+6.2% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |