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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,583 | $104,251-77.4% | $91,004-74.1% | $147,586-84.0% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 61.61% | 27.06%+34.6pp | 4.60%+57.0pp | 578.59%-517.0pp |
| Employer contribution / active EE | $5,180 | $3,116+66.3% | $2,456+110.9% | $4,876+6.2% |
| Participant deferral / active EE | $10,411 | $4,195+148.2% | $3,548+193.5% | $5,439+91.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |