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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,681 | $117,444-81.5% | $99,479-78.2% | $152,909-85.8% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 45.83% | 31.87%+14.0pp | 30.72%+15.1pp | 345.46%-299.6pp |
| Employer contribution / active EE | $1,202 | $3,014-60.1% | $2,540-52.7% | $4,764-74.8% |
| Participant deferral / active EE | $11,374 | $4,086+178.3% | $3,619+214.3% | $5,851+94.4% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |