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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,460 | $71,802-18.6% | $133,975-56.4% | $57,658+1.4% |
| Participation rate | 99.3% | 85.5%+13.8pp | 87.1%+12.2pp | 70.2%+29.1pp |
| Annual return | 51.47% | 13.51%+38.0pp | 29.29%+22.2pp | 5.13%+46.3pp |
| Employer contribution / active EE | $1,770 | $3,161-44.0% | $5,211-66.0% | $1,974-10.3% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |