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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,210 | $101,063-43.4% | $81,473-29.8% | $147,586-61.2% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 12.99% | 32.41%-19.4pp | 38.78%-25.8pp | 578.59%-565.6pp |
| Employer contribution / active EE | $3,426 | $3,206+6.9% | $2,568+33.4% | $4,876-29.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |