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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,818 | $76,696-14.2% | $96,515-31.8% | $71,511-8.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 67.18% | 48.32%+18.9pp | 35.73%+31.5pp | 28.86%+38.3pp |
| Employer contribution / active EE | $1,443 | $3,032-52.4% | $3,740-61.4% | $2,589-44.3% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |