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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,234 | $44,425+303.4% | $67,834+164.2% | $55,167+224.9% |
| Participation rate | 95.4% | 59.7%+35.7pp | 68.8%+26.6pp | 69.0%+26.4pp |
| Annual return | 36.23% | 17.80%+18.4pp | 138.47%-102.2pp | 169.23%-133.0pp |
| Employer contribution / active EE | $634 | $1,351-53.1% | $2,403-73.6% | $1,963-67.7% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |