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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,865 | $118,877-63.9% | $96,570-55.6% | $167,536-74.4% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 23.34% | 50.50%-27.2pp | 37.79%-14.5pp | 478.82%-455.5pp |
| Employer contribution / active EE | $6,929 | $3,121+122.0% | $2,357+194.0% | $4,839+43.2% |
| Participant deferral / active EE | $6,961 | $4,617+50.8% | $3,849+80.8% | $6,342+9.8% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |