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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,964 | $177,353-73.0% | $158,226-69.7% | $198,609-75.9% |
| Participation rate | 83.3% | 77.0%+6.3pp | 74.8%+8.5pp | 82.4%+1.0pp |
| Annual return | 19.55% | 599.50%-579.9pp | 501.41%-481.9pp | 202.70%-183.1pp |
| Employer contribution / active EE | $1,435 | $3,239-55.7% | $2,986-51.9% | $5,055-71.6% |
| Participant deferral / active EE | $7,553 | $4,615+63.7% | $4,317+75.0% | $6,977+8.3% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |