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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,718 | $103,038-59.5% | $90,324-53.8% | $152,909-72.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 15.91% | 95.25%-79.3pp | 78.15%-62.2pp | 345.46%-329.6pp |
| Employer contribution / active EE | $5,139 | $3,141+63.6% | $2,856+80.0% | $4,764+7.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |