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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,482 | $60,128-34.3% | $90,440-56.3% | $79,852-50.6% |
| Participation rate | 97.2% | 65.0%+32.2pp | 72.7%+24.5pp | 69.6%+27.6pp |
| Annual return | 15.66% | 71.95%-56.3pp | 1294.38%-1278.7pp | 31.72%-16.1pp |
| Employer contribution / active EE | $2,340 | $2,068+13.2% | $3,263-28.3% | $2,471-5.3% |
| Participant deferral / active EE | $4,136 | $2,939+40.8% | $3,964+4.4% | $3,740+10.6% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |