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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,639 | $98,240-70.8% | $82,312-65.2% | $147,586-80.6% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 40.10% | 30.85%+9.2pp | 25.88%+14.2pp | 578.59%-538.5pp |
| Employer contribution / active EE | $3,288 | $3,192+3.0% | $2,428+35.4% | $4,876-32.6% |
| Participant deferral / active EE | $11,343 | $4,383+158.8% | $3,706+206.1% | $5,439+108.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |