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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,214 | $58,726+16.2% | $92,240-26.0% | $62,293+9.5% |
| Participation rate | 99.4% | 68.3%+31.1pp | 76.5%+22.9pp | 69.5%+29.9pp |
| Annual return | 24.21% | 43.62%-19.4pp | 176.29%-152.1pp | 28.90%-4.7pp |
| Employer contribution / active EE | $2,683 | $2,392+12.2% | $3,680-27.1% | $2,042+31.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |