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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,803 | $36,773+5.5% | $189,758-79.6% | $85,660-54.7% |
| Participation rate | 93.5% | 63.3%+30.2pp | 79.8%+13.7pp | 74.8%+18.6pp |
| Annual return | 21.33% | 55.47%-34.1pp | 52.62%-31.3pp | 19.52%+1.8pp |
| Employer contribution / active EE | $1,951 | $1,536+27.0% | $4,767-59.1% | $4,199-53.5% |
| Participant deferral / active EE | $0 | $1,800-100.0% | $5,856-100.0% | $3,518-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $20,388-100.0% | $224-100.0% |