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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,094 | $115,814-74.0% | $101,275-70.3% | $158,982-81.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 20.16% | 56.16%-36.0pp | 46.48%-26.3pp | 302.99%-282.8pp |
| Employer contribution / active EE | $7,512 | $4,176+79.9% | $3,660+105.2% | $4,763+57.7% |
| Participant deferral / active EE | $2,094 | $4,958-57.8% | $4,371-52.1% | $5,983-65.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |