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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,970 | $127,790-64.0% | $106,554-56.9% | $167,553-72.6% |
| Participation rate | 91.7% | 78.3%+13.4pp | 76.1%+15.5pp | 82.1%+9.6pp |
| Annual return | 0.00% | 33.88%-33.9pp | 26.80%-26.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $5,235 | $3,427+52.8% | $2,819+85.7% | $4,840+8.2% |
| Participant deferral / active EE | $6,645 | $5,088+30.6% | $4,398+51.1% | $6,343+4.8% |
| Admin fee / account holder | $292 | $11,231-97.4% | $7,408-96.1% | $12,316-97.6% |