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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,504 | $71,666+4.0% | $117,861-36.8% | $69,634+7.0% |
| Participation rate | 99.1% | 77.5%+21.6pp | 79.7%+19.5pp | 70.7%+28.4pp |
| Annual return | 21.18% | 18.86%+2.3pp | 335.11%-313.9pp | 27572.26%-27551.1pp |
| Employer contribution / active EE | $2,931 | $1,889+55.2% | $3,786-22.6% | $2,032+44.2% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,021-100.0% | $110-100.0% |