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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,139 | $91,179-56.0% | $178,499-77.5% | $79,852-49.7% |
| Participation rate | 78.6% | 69.2%+9.4pp | 81.9%-3.4pp | 69.6%+8.9pp |
| Annual return | 46.21% | 24.19%+22.0pp | 151.10%-104.9pp | 31.72%+14.5pp |
| Employer contribution / active EE | $1,871 | $3,256-42.5% | $5,011-62.7% | $2,471-24.3% |
| Participant deferral / active EE | $5,510 | $3,236+70.3% | $5,202+5.9% | $3,740+47.3% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |