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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,795 | $109,967-52.0% | $97,197-45.7% | $145,877-63.8% |
| Participation rate | 83.3% | 76.0%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 14.62% | 244.27%-229.7pp | 75.47%-60.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,527 | $3,077-50.4% | $2,723-43.9% | $4,663-67.3% |
| Participant deferral / active EE | $12,288 | $4,676+162.8% | $4,263+188.2% | $6,691+83.7% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |