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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,376 | $80,781+3.2% | $102,437-18.6% | $74,478+11.9% |
| Participation rate | 99.4% | 65.7%+33.7pp | 74.5%+24.9pp | 67.2%+32.2pp |
| Annual return | 62.04% | 27.58%+34.5pp | 24.95%+37.1pp | 1370.56%-1308.5pp |
| Employer contribution / active EE | $1,167 | $3,160-63.1% | $3,871-69.9% | $2,626-55.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2 | $2,372-99.9% | $8,388-100.0% | $1,946-99.9% |