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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,106 | $102,065-29.4% | $453,569-84.1% | $85,847-16.0% |
| Participation rate | 98.9% | 72.4%+26.6pp | 78.0%+20.9pp | 69.3%+29.6pp |
| Annual return | 23.12% | 25.44%-2.3pp | 64.43%-41.3pp | 318.61%-295.5pp |
| Employer contribution / active EE | $4,240 | $2,852+48.7% | $4,072+4.1% | $2,565+65.3% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,717-100.0% | $11,214-100.0% | $6,261-100.0% |