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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,306 | $106,247-45.1% | $147,096-60.4% | $77,714-25.0% |
| Participation rate | 95.5% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 30.90% | 56.87%-26.0pp | 419.75%-388.9pp | 31.26%-0.4pp |
| Employer contribution / active EE | $2,971 | $4,069-27.0% | $4,936-39.8% | $2,727+9.0% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $2 | $338-99.5% | $13,005-100.0% | $433-99.6% |