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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,265 | $63,314-11.1% | $91,004-38.2% | $62,293-9.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 52.42% | 21.00%+31.4pp | 4.60%+47.8pp | 28.90%+23.5pp |
| Employer contribution / active EE | $3,687 | $1,807+104.0% | $2,456+50.1% | $2,042+80.5% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-99.9% | $5,417-100.0% | $479-99.9% |