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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,970 | $73,638-19.9% | $95,960-38.5% | $73,493-19.8% |
| Participation rate | 96.2% | 76.2%+20.1pp | 77.1%+19.2pp | 70.7%+25.6pp |
| Annual return | 23.70% | 16.78%+6.9pp | 91.63%-67.9pp | 28.51%-4.8pp |
| Employer contribution / active EE | $6,285 | $1,863+237.3% | $2,541+147.3% | $2,270+176.9% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |