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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,054 | $42,546+31.7% | $71,796-21.9% | $55,167+1.6% |
| Participation rate | 99.2% | 59.1%+40.0pp | 69.1%+30.1pp | 69.0%+30.2pp |
| Annual return | 17.04% | 12.36%+4.7pp | 78.04%-61.0pp | 169.23%-152.2pp |
| Employer contribution / active EE | $4,213 | $803+424.5% | $1,924+118.9% | $1,963+114.7% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $9 | $650-98.6% | $4,815-99.8% | $504-98.2% |