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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,827 | $95,383-56.1% | $185,837-77.5% | $85,856-51.3% |
| Participation rate | 74.3% | 68.8%+5.5pp | 81.7%-7.4pp | 69.3%+5.0pp |
| Annual return | 15.95% | 23.59%-7.6pp | 122.08%-106.1pp | 318.58%-302.6pp |
| Employer contribution / active EE | $1,678 | $3,313-49.3% | $5,168-67.5% | $2,565-34.6% |
| Participant deferral / active EE | $3,763 | $3,423+9.9% | $5,568-32.4% | $3,952-4.8% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,241-100.0% | $6,261-100.0% |