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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,145 | $129,960-66.0% | $104,299-57.7% | $134,545-67.2% |
| Participation rate | 90.5% | 79.5%+10.9pp | 73.3%+17.2pp | 81.2%+9.2pp |
| Annual return | 4.73% | 42.06%-37.3pp | 24.62%-19.9pp | 418.37%-413.6pp |
| Employer contribution / active EE | $2,439 | $4,186-41.7% | $3,373-27.7% | $4,742-48.6% |
| Participant deferral / active EE | $5,036 | $5,589-9.9% | $4,626+8.9% | $6,401-21.3% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |