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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,314 | $133,981-71.4% | $112,249-65.9% | $134,532-71.5% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | 79.73% | 47.16%+32.6pp | 27.48%+52.3pp | 418.27%-338.5pp |
| Employer contribution / active EE | $1,912 | $4,040-52.7% | $3,636-47.4% | $4,741-59.7% |
| Participant deferral / active EE | $7,589 | $5,292+43.4% | $4,729+60.5% | $6,401+18.6% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |