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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,535 | $52,884-57.4% | $84,753-73.4% | $55,167-59.2% |
| Participation rate | 98.2% | 67.5%+30.7pp | 76.6%+21.6pp | 69.0%+29.2pp |
| Annual return | 9.35% | 18.03%-8.7pp | 22.78%-13.4pp | 169.23%-159.9pp |
| Employer contribution / active EE | $4,267 | $2,233+91.0% | $3,574+19.4% | $1,963+117.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |