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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,180 | $152,592-71.7% | $125,180-65.5% | $152,885-71.8% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 22.56% | 54.84%-32.3pp | 43.79%-21.2pp | 345.39%-322.8pp |
| Employer contribution / active EE | $3,019 | $4,947-39.0% | $3,866-21.9% | $4,763-36.6% |
| Participant deferral / active EE | $2,895 | $5,868-50.7% | $4,937-41.4% | $5,851-50.5% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |