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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,095 | $58,311-29.5% | $81,882-49.8% | $80,959-49.2% |
| Participation rate | 91.0% | 63.5%+27.6pp | 72.4%+18.7pp | 67.7%+23.4pp |
| Annual return | 32.39% | 41.85%-9.5pp | 779.47%-747.1pp | 35.67%-3.3pp |
| Employer contribution / active EE | $3,217 | $2,347+37.1% | $2,916+10.3% | $2,757+16.7% |
| Participant deferral / active EE | $8,448 | $3,287+157.0% | $4,323+95.4% | $4,300+96.4% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |