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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,748 | $64,176-20.9% | $112,249-54.8% | $66,938-24.2% |
| Participation rate | 99.3% | 68.4%+30.8pp | 75.1%+24.2pp | 69.8%+29.5pp |
| Annual return | 35.44% | -13.80%+49.2pp | 27.48%+8.0pp | 1.58%+33.9pp |
| Employer contribution / active EE | $10,905 | $3,007+262.7% | $3,636+199.9% | $2,545+328.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |