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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,619 | $183,592-87.7% | $155,574-85.5% | $145,877-84.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 16.48% | 61.37%-44.9pp | 64.87%-48.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,031 | $5,317-61.8% | $4,676-56.6% | $4,663-56.4% |
| Participant deferral / active EE | $4,600 | $6,466-28.9% | $5,629-18.3% | $6,691-31.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |