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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,803 | $38,006+2.1% | $161,489-76.0% | $89,670-56.7% |
| Participation rate | 93.5% | 55.7%+37.8pp | 78.7%+14.8pp | 71.2%+22.3pp |
| Annual return | 21.33% | 51.85%-30.5pp | 89.72%-68.4pp | 19.66%+1.7pp |
| Employer contribution / active EE | $1,951 | $1,536+27.0% | $4,268-54.3% | $4,041-51.7% |
| Participant deferral / active EE | $0 | $1,865-100.0% | $5,630-100.0% | $3,962-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $16,006-100.0% | $352-100.0% |