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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,108 | $82,188-57.3% | $125,391-72.0% | $64,824-45.8% |
| Participation rate | 99.2% | 77.9%+21.3pp | 82.4%+16.8pp | 71.5%+27.7pp |
| Annual return | 24.72% | 3.50%+21.2pp | 572.41%-547.7pp | 32.84%-8.1pp |
| Employer contribution / active EE | $4,939 | $3,617+36.5% | $4,816+2.6% | $2,507+97.0% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |