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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,583 | $102,638-74.1% | $81,982-67.6% | $158,982-83.3% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.3%+0.7pp | 82.0%-12.0pp |
| Annual return | 67.12% | 61.05%+6.1pp | 41.31%+25.8pp | 302.99%-235.9pp |
| Employer contribution / active EE | $1,829 | $3,241-43.6% | $2,498-26.8% | $4,763-61.6% |
| Participant deferral / active EE | $5,807 | $4,649+24.9% | $3,722+56.0% | $5,983-3.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |