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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,262 | $108,226-59.1% | $77,513-42.9% | $158,950-72.2% |
| Participation rate | 77.8% | 64.4%+13.4pp | 54.2%+23.6pp | 82.0%-4.2pp |
| Annual return | 34.80% | 31.67%+3.1pp | 54.81%-20.0pp | 302.91%-268.1pp |
| Employer contribution / active EE | $1,684 | $1,325+27.0% | $987+70.6% | $4,762-64.6% |
| Participant deferral / active EE | $7,184 | $2,456+192.6% | $1,861+286.0% | $5,983+20.1% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |