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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,646 | $106,923-63.9% | $84,023-54.0% | $152,909-74.7% |
| Participation rate | 75.0% | 75.3%-0.3pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 24.13% | 105.02%-80.9pp | 71.32%-47.2pp | 345.46%-321.3pp |
| Employer contribution / active EE | $3,799 | $2,735+38.9% | $1,984+91.5% | $4,764-20.3% |
| Participant deferral / active EE | $8,213 | $4,013+104.7% | $3,239+153.5% | $5,851+40.4% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |