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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,009 | $80,731-13.3% | $103,378-32.3% | $74,400-5.9% |
| Participation rate | 93.1% | 65.7%+27.4pp | 74.5%+18.6pp | 67.2%+25.9pp |
| Annual return | 64.56% | 27.56%+37.0pp | 24.91%+39.7pp | 1367.51%-1303.0pp |
| Employer contribution / active EE | $4,283 | $3,159+35.6% | $3,870+10.7% | $2,624+63.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,401-100.0% | $1,944-100.0% |