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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,956 | $150,197-56.1% | $120,368-45.2% | $145,959-54.8% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 20.17% | 154.26%-134.1pp | 107.26%-87.1pp | 561.95%-541.8pp |
| Employer contribution / active EE | $2,950 | $4,350-32.2% | $3,465-14.9% | $4,661-36.7% |
| Participant deferral / active EE | $12,350 | $6,174+100.0% | $4,991+147.4% | $6,689+84.6% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |