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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,061 | $113,338-57.6% | $94,993-49.4% | $147,586-67.4% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 25.83% | 20.80%+5.0pp | 27.14%-1.3pp | 578.59%-552.8pp |
| Employer contribution / active EE | $2,434 | $3,160-23.0% | $2,603-6.5% | $4,876-50.1% |
| Participant deferral / active EE | $11,242 | $3,777+197.6% | $3,317+238.9% | $5,439+106.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |