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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,692 | $78,562-35.5% | $105,608-52.0% | $74,429-31.9% |
| Participation rate | 99.0% | 72.8%+26.2pp | 75.3%+23.7pp | 67.2%+31.8pp |
| Annual return | 23.75% | 15.94%+7.8pp | 116.50%-92.8pp | 1368.38%-1344.6pp |
| Employer contribution / active EE | $3,089 | $2,521+22.5% | $3,167-2.5% | $2,625+17.7% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |