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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,659 | $148,623-72.6% | $135,974-70.1% | $139,466-70.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 47.02% | 79.30%-32.3pp | 68.30%-21.3pp | 373.66%-326.6pp |
| Employer contribution / active EE | $2,461 | $5,246-53.1% | $4,859-49.3% | $4,754-48.2% |
| Participant deferral / active EE | $7,035 | $8,103-13.2% | $7,760-9.3% | $6,712+4.8% |
| Admin fee / account holder | $32 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |