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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,515 | $112,121-59.4% | $95,960-52.6% | $158,966-71.4% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 31.18% | 171.16%-140.0pp | 91.63%-60.5pp | 302.95%-271.8pp |
| Employer contribution / active EE | $5,058 | $3,199+58.1% | $2,541+99.0% | $4,762+6.2% |
| Participant deferral / active EE | $10,972 | $4,784+129.3% | $4,167+163.3% | $5,983+83.4% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |