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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,476 | $99,652-58.4% | $78,778-47.4% | $147,586-71.9% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.2%+15.4pp | 82.8%+1.8pp |
| Annual return | 15.60% | 47.28%-31.7pp | 35.62%-20.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $741 | $2,796-73.5% | $1,986-62.7% | $4,876-84.8% |
| Participant deferral / active EE | $7,333 | $3,664+100.2% | $2,958+147.9% | $5,439+34.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |