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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,828 | $85,766-41.9% | $136,298-63.4% | $70,126-28.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.00% | 31.46%-16.5pp | 5156.27%-5141.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $4,122 | $2,966+39.0% | $4,696-12.2% | $2,343+76.0% |
| Participant deferral / active EE | $3,627 | $5,051-28.2% | $6,247-41.9% | $3,332+8.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |