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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,666 | $115,810-63.2% | $101,271-57.9% | $158,966-73.2% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 56.57% | 56.15%+0.4pp | 46.48%+10.1pp | 302.95%-246.4pp |
| Employer contribution / active EE | $2,250 | $4,175-46.1% | $3,660-38.5% | $4,762-52.8% |
| Participant deferral / active EE | $7,313 | $4,958+47.5% | $4,371+67.3% | $5,983+22.2% |
| Admin fee / account holder | $175 | $7,248-97.6% | $5,948-97.1% | $11,250-98.4% |