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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,777 | $107,363-63.9% | $92,909-58.3% | $152,897-74.6% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.5%+5.8pp |
| Annual return | 17.96% | 145.63%-127.7pp | 109.44%-91.5pp | 345.43%-327.5pp |
| Employer contribution / active EE | $896 | $4,222-78.8% | $3,653-75.5% | $4,764-81.2% |
| Participant deferral / active EE | $2,926 | $4,848-39.6% | $4,238-31.0% | $5,851-50.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |