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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,785 | $137,414-41.2% | $189,545-57.4% | $85,851-5.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 87.8%-7.8pp | 69.3%+10.7pp |
| Annual return | 19.66% | 38.14%-18.5pp | 555.36%-535.7pp | 318.63%-299.0pp |
| Employer contribution / active EE | $8,147 | $4,344+87.5% | $6,162+32.2% | $2,565+217.5% |
| Participant deferral / active EE | $15,486 | $6,260+147.4% | $8,220+88.4% | $3,952+291.8% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,049-100.0% | $6,261-100.0% |