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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,976 | $71,666-35.8% | $117,861-61.0% | $69,631-34.0% |
| Participation rate | 96.6% | 77.5%+19.1pp | 79.7%+16.9pp | 70.7%+25.9pp |
| Annual return | 19.80% | 18.86%+0.9pp | 335.11%-315.3pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $2,986 | $1,889+58.1% | $3,786-21.1% | $2,032+47.0% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,021-100.0% | $110-100.0% |