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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,263 | $115,810-67.0% | $101,271-62.2% | $158,966-75.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 12.83% | 56.15%-43.3pp | 46.48%-33.6pp | 302.95%-290.1pp |
| Employer contribution / active EE | $2,689 | $4,175-35.6% | $3,660-26.5% | $4,762-43.5% |
| Participant deferral / active EE | $2,484 | $4,958-49.9% | $4,371-43.2% | $5,983-58.5% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |