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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,103 | $71,192-15.6% | $117,861-49.0% | $62,293-3.5% |
| Participation rate | 99.3% | 74.2%+25.0pp | 79.7%+19.6pp | 69.5%+29.7pp |
| Annual return | 33.85% | 18.66%+15.2pp | 335.11%-301.3pp | 28.90%+5.0pp |
| Employer contribution / active EE | $3,319 | $1,934+71.6% | $3,786-12.3% | $2,042+62.5% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |