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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,182 | $64,138-52.9% | $112,258-73.1% | $66,930-54.9% |
| Participation rate | 97.3% | 68.5%+28.8pp | 75.1%+22.2pp | 69.8%+27.5pp |
| Annual return | 39.69% | -13.81%+53.5pp | 27.47%+12.2pp | 1.57%+38.1pp |
| Employer contribution / active EE | $5,005 | $3,006+66.5% | $3,636+37.7% | $2,545+96.7% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,411-100.0% | $593-100.0% |