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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,849 | $46,732+21.6% | $156,551-63.7% | $55,167+3.0% |
| Participation rate | 96.7% | 65.8%+30.9pp | 84.0%+12.7pp | 69.0%+27.7pp |
| Annual return | 14.88% | 17.72%-2.8pp | 32.23%-17.4pp | 169.23%-154.4pp |
| Employer contribution / active EE | $4,000 | $2,105+90.0% | $5,501-27.3% | $1,963+103.8% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |