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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,390 | $74,089-30.6% | $133,975-61.6% | $55,167-6.8% |
| Participation rate | 99.4% | 84.3%+15.1pp | 87.1%+12.3pp | 69.0%+30.4pp |
| Annual return | 43.06% | 12.11%+30.9pp | 29.29%+13.8pp | 169.23%-126.2pp |
| Employer contribution / active EE | $3,397 | $3,064+10.9% | $5,211-34.8% | $1,963+73.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |