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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,629 | $45,123-10.0% | $85,240-52.3% | $74,478-45.4% |
| Participation rate | 95.1% | 49.4%+45.7pp | 67.5%+27.6pp | 67.2%+27.9pp |
| Annual return | 60.68% | 26.32%+34.4pp | 66.75%-6.1pp | 1370.56%-1309.9pp |
| Employer contribution / active EE | $3,327 | $1,459+128.1% | $2,735+21.6% | $2,626+26.7% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |