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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,793 | $52,884-43.7% | $84,753-64.8% | $55,167-46.0% |
| Participation rate | 98.9% | 67.5%+31.4pp | 76.6%+22.3pp | 69.0%+29.9pp |
| Annual return | 20.76% | 18.03%+2.7pp | 22.78%-2.0pp | 169.23%-148.5pp |
| Employer contribution / active EE | $14,069 | $2,233+529.9% | $3,574+293.6% | $1,963+616.9% |
| 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% |