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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,551 | $183,516-73.5% | $155,534-68.8% | $145,884-66.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 16.69% | 61.43%-44.7pp | 64.92%-48.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,659 | $5,315-68.8% | $4,675-64.5% | $4,662-64.4% |
| Participant deferral / active EE | $2,476 | $6,467-61.7% | $5,630-56.0% | $6,690-63.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |