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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,629 | $45,119-10.0% | $85,126-52.3% | $74,429-45.4% |
| Participation rate | 95.1% | 49.4%+45.7pp | 67.5%+27.6pp | 67.2%+27.9pp |
| Annual return | 60.68% | 26.28%+34.4pp | 66.63%-6.0pp | 1368.38%-1307.7pp |
| Employer contribution / active EE | $3,327 | $1,460+127.8% | $2,731+21.8% | $2,625+26.8% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,214-100.0% | $6,160-100.0% | $1,944-100.0% |