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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,558 | $82,188-22.7% | $125,391-49.3% | $64,824-2.0% |
| Participation rate | 86.9% | 77.9%+9.0pp | 82.4%+4.5pp | 71.5%+15.4pp |
| Annual return | 12.38% | 3.50%+8.9pp | 572.41%-560.0pp | 32.84%-20.5pp |
| Employer contribution / active EE | $3,861 | $3,617+6.7% | $4,816-19.8% | $2,507+54.0% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |