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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,347 | $103,000-71.5% | $90,300-67.5% | $152,885-80.8% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.5%-0.6pp |
| Annual return | 27.18% | 95.19%-68.0pp | 78.11%-50.9pp | 345.39%-318.2pp |
| Employer contribution / active EE | $1,301 | $3,138-58.5% | $2,854-54.4% | $4,763-72.7% |
| Participant deferral / active EE | $4,613 | $4,281+7.8% | $3,884+18.7% | $5,851-21.2% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |