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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,586 | $115,796-62.4% | $101,264-57.0% | $158,950-72.6% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 10.38% | 56.15%-45.8pp | 46.48%-36.1pp | 302.91%-292.5pp |
| Employer contribution / active EE | $4,094 | $4,175-1.9% | $3,660+11.9% | $4,762-14.0% |
| Participant deferral / active EE | $5,762 | $4,958+16.2% | $4,370+31.8% | $5,983-3.7% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |