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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,186 | $43,075-36.9% | $74,577-63.5% | $62,881-56.8% |
| Participation rate | 97.9% | 58.1%+39.9pp | 68.1%+29.8pp | 69.3%+28.6pp |
| Annual return | 74.84% | 17.50%+57.3pp | 20.47%+54.4pp | 20.14%+54.7pp |
| Employer contribution / active EE | $3,833 | $1,498+156.0% | $2,525+51.8% | $2,281+68.1% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |