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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,964 | $125,778-61.9% | $114,563-58.1% | $154,746-69.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.9%+10.4pp | 80.7%+2.6pp |
| Annual return | 19.55% | 295.14%-275.6pp | 241.09%-221.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,435 | $2,806-48.9% | $2,592-44.6% | $4,379-67.2% |
| Participant deferral / active EE | $7,553 | $4,445+69.9% | $4,142+82.3% | $6,730+12.2% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |