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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,354 | $49,451+9.9% | $79,580-31.7% | $66,938-18.8% |
| Participation rate | 99.0% | 61.3%+37.7pp | 69.5%+29.5pp | 69.8%+29.2pp |
| Annual return | 19.05% | 84.25%-65.2pp | 0.15%+18.9pp | 1.58%+17.5pp |
| Employer contribution / active EE | $3,013 | $1,266+138.0% | $2,413+24.8% | $2,545+18.4% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |