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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,731 | $115,810-64.0% | $101,271-58.8% | $158,966-73.7% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 19.25% | 56.15%-36.9pp | 46.48%-27.2pp | 302.95%-283.7pp |
| Employer contribution / active EE | $2,248 | $4,175-46.2% | $3,660-38.6% | $4,762-52.8% |
| Participant deferral / active EE | $3,892 | $4,958-21.5% | $4,371-11.0% | $5,983-35.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |