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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,899 | $100,801-67.4% | $149,730-78.0% | $73,412-55.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 82.5%-2.5pp | 72.2%+7.8pp |
| Annual return | 51.42% | 265.34%-213.9pp | 276.70%-225.3pp | 59.30%-7.9pp |
| Employer contribution / active EE | $1,298 | $3,312-60.8% | $4,645-72.1% | $2,234-41.9% |
| Participant deferral / active EE | $10,345 | $6,404+61.5% | $6,843+51.2% | $3,806+171.8% |
| Admin fee / account holder | $1 | $181-99.5% | $9,310-100.0% | $158-99.5% |