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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,530 | $47,135+7.2% | $149,717-66.2% | $74,440-32.1% |
| Participation rate | 93.1% | 63.4%+29.7pp | 78.8%+14.3pp | 70.7%+22.4pp |
| Annual return | 34.59% | 22.75%+11.8pp | 134.41%-99.8pp | 34.37%+0.2pp |
| Employer contribution / active EE | $3,749 | $1,906+96.7% | $4,820-22.2% | $2,638+42.1% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,682-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,213-100.0% | $348-100.0% |