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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,891 | $100,801-24.7% | $149,745-49.3% | $73,412+3.4% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.5%+17.2pp | 72.2%+27.5pp |
| Annual return | 28.45% | 265.34%-236.9pp | 276.72%-248.3pp | 59.30%-30.8pp |
| Employer contribution / active EE | $2,098 | $3,312-36.7% | $4,646-54.8% | $2,234-6.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |