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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,229 | $118,869-65.3% | $96,575-57.3% | $167,518-75.4% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 18.02% | 50.49%-32.5pp | 37.79%-19.8pp | 478.71%-460.7pp |
| Employer contribution / active EE | $3,599 | $3,120+15.4% | $2,357+52.7% | $4,838-25.6% |
| Participant deferral / active EE | $7,246 | $4,616+57.0% | $3,849+88.3% | $6,342+14.3% |
| Admin fee / account holder | $20 | $8,067-99.8% | $6,182-99.7% | $12,312-99.8% |