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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,504 | $113,338-82.8% | $94,993-79.5% | $147,585-86.8% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 46.15% | 20.80%+25.4pp | 27.14%+19.0pp | 578.58%-532.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,583 | $3,777+21.3% | $3,317+38.2% | $5,439-15.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |