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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,431 | $197,625-70.4% | $177,840-67.1% | $158,966-63.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 52.70% | 58.76%-6.1pp | 48.32%+4.4pp | 302.95%-250.2pp |
| Employer contribution / active EE | $1,711 | $6,698-74.5% | $5,919-71.1% | $4,762-64.1% |
| Participant deferral / active EE | $5,101 | $8,405-39.3% | $7,714-33.9% | $5,983-14.7% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |