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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,367 | $78,781-20.8% | $100,535-38.0% | $73,412-15.0% |
| Participation rate | 99.2% | 80.0%+19.2pp | 79.4%+19.8pp | 72.2%+27.1pp |
| Annual return | 51.15% | 31.69%+19.5pp | 30.90%+20.3pp | 59.30%-8.1pp |
| Employer contribution / active EE | $1,298 | $2,420-46.3% | $3,419-62.0% | $2,234-41.9% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $6,271-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $145-99.9% | $8,085-100.0% | $158-100.0% |