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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,106 | $76,407-48.8% | $150,298-74.0% | $82,448-52.6% |
| Participation rate | 73.1% | 66.4%+6.7pp | 77.8%-4.7pp | 68.1%+5.0pp |
| Annual return | 168.65% | 39.99%+128.7pp | 62.79%+105.9pp | 41.64%+127.0pp |
| Employer contribution / active EE | $2,431 | $2,614-7.0% | $4,154-41.5% | $2,551-4.7% |
| Participant deferral / active EE | $5,178 | $3,214+61.1% | $5,453-5.0% | $4,139+25.1% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |