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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,471 | $85,766-42.3% | $136,298-63.7% | $70,126-29.5% |
| Participation rate | 96.6% | 74.2%+22.4pp | 81.9%+14.6pp | 69.5%+27.0pp |
| Annual return | 43.32% | 31.46%+11.9pp | 5156.27%-5112.9pp | 73.15%-29.8pp |
| Employer contribution / active EE | $717 | $2,966-75.8% | $4,696-84.7% | $2,343-69.4% |
| Participant deferral / active EE | $12,692 | $5,051+151.3% | $6,247+103.2% | $3,332+280.9% |
| Admin fee / account holder | $232 | $5,421-95.7% | $9,244-97.5% | $4,645-95.0% |