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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,688 | $56,540-44.0% | $185,849-82.9% | $86,821-63.5% |
| Participation rate | 97.6% | 65.5%+32.1pp | 81.7%+15.9pp | 72.3%+25.3pp |
| Annual return | 12.78% | 118.20%-105.4pp | 122.10%-109.3pp | 97.94%-85.2pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,775 | $2,555+8.6% | $5,569-50.2% | $4,132-32.8% |
| Admin fee / account holder | $0 | $150-99.8% | $16,244-100.0% | $170-99.8% |