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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,714 | $232,540-81.2% | $185,117-76.4% | $147,586-70.4% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 22.66% | 43.03%-20.4pp | 40.50%-17.8pp | 578.59%-555.9pp |
| Employer contribution / active EE | $2,905 | $5,195-44.1% | $4,182-30.5% | $4,876-40.4% |
| Participant deferral / active EE | $3,436 | $5,834-41.1% | $5,045-31.9% | $5,439-36.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |