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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,619 | $183,516-87.7% | $155,534-85.5% | $145,884-84.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 16.48% | 61.43%-44.9pp | 64.92%-48.4pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,031 | $5,315-61.8% | $4,675-56.6% | $4,662-56.4% |
| Participant deferral / active EE | $4,600 | $6,467-28.9% | $5,630-18.3% | $6,690-31.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |