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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,157 | $52,884+25.1% | $84,753-21.9% | $55,167+19.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 13.71% | 18.03%-4.3pp | 22.78%-9.1pp | 169.23%-155.5pp |
| Employer contribution / active EE | $2,942 | $2,233+31.7% | $3,574-17.7% | $1,963+49.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |