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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,470 | $183,592-76.3% | $155,574-72.1% | $145,877-70.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 9.69% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,608 | $5,317-69.8% | $4,676-65.6% | $4,663-65.5% |
| Participant deferral / active EE | $8,224 | $6,466+27.2% | $5,629+46.1% | $6,691+22.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |