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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,009 | $80,781-13.3% | $102,437-31.7% | $74,478-6.0% |
| Participation rate | 93.1% | 65.7%+27.4pp | 74.5%+18.6pp | 67.2%+25.9pp |
| Annual return | 64.56% | 27.58%+37.0pp | 24.95%+39.6pp | 1370.56%-1306.0pp |
| Employer contribution / active EE | $4,283 | $3,160+35.5% | $3,871+10.7% | $2,626+63.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |