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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,033 | $32,117+34.0% | $71,089-39.5% | $64,173-32.9% |
| Participation rate | 90.1% | 42.7%+47.4pp | 54.6%+35.5pp | 69.6%+20.5pp |
| Annual return | 12.40% | -5.57%+18.0pp | 650.65%-638.3pp | 7.63%+4.8pp |
| Employer contribution / active EE | $5,121 | $712+619.0% | $1,088+370.8% | $2,381+115.1% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,873-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |