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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,000 | $59,220+43.5% | $96,572-12.0% | $79,389+7.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | 55.58% | 27.08%+28.5pp | 37.79%+17.8pp | 116.89%-61.3pp |
| Employer contribution / active EE | $932 | $1,216-23.4% | $2,357-60.5% | $2,428-61.6% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,850-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,183-100.0% | $626-100.0% |