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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,381 | $115,814-61.7% | $101,275-56.2% | $158,982-72.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 32.05% | 56.16%-24.1pp | 46.48%-14.4pp | 302.99%-270.9pp |
| Employer contribution / active EE | $14,564 | $4,176+248.8% | $3,660+297.9% | $4,763+205.8% |
| Participant deferral / active EE | $14,940 | $4,958+201.3% | $4,371+241.8% | $5,983+149.7% |
| Admin fee / account holder | $18 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |