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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,593 | $174,018-89.3% | $136,833-86.4% | $198,609-90.6% |
| Participation rate | 83.3% | 65.1%+18.2pp | 59.0%+24.3pp | 82.4%+1.0pp |
| Annual return | 21.25% | 35.16%-13.9pp | 35.32%-14.1pp | 202.70%-181.4pp |
| Employer contribution / active EE | $4,271 | $1,571+171.8% | $1,319+223.9% | $5,055-15.5% |
| Participant deferral / active EE | $5,363 | $2,873+86.6% | $2,441+119.7% | $6,977-23.1% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |