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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,763 | $115,796-61.3% | $101,264-55.8% | $158,950-71.8% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 24.13% | 56.15%-32.0pp | 46.48%-22.4pp | 302.91%-278.8pp |
| Employer contribution / active EE | $4,947 | $4,175+18.5% | $3,660+35.2% | $4,762+3.9% |
| Participant deferral / active EE | $2,709 | $4,958-45.4% | $4,370-38.0% | $5,983-54.7% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |