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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,925 | $80,753-50.6% | $136,298-70.7% | $62,293-35.9% |
| Participation rate | 92.9% | 73.5%+19.4pp | 81.9%+11.0pp | 69.5%+23.4pp |
| Annual return | 37.04% | 35.83%+1.2pp | 5156.27%-5119.2pp | 28.90%+8.1pp |
| Employer contribution / active EE | $11,198 | $2,884+288.3% | $4,696+138.5% | $2,042+448.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |