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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,564 | $165,939-64.1% | $122,354-51.3% | $147,586-59.6% |
| Participation rate | 81.8% | 79.6%+2.2pp | 71.6%+10.2pp | 82.8%-1.0pp |
| Annual return | 14.92% | 34.56%-19.6pp | 30.28%-15.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $3,217 | $5,754-44.1% | $4,051-20.6% | $4,876-34.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $28 | $7,425-99.6% | $5,479-99.5% | $10,886-99.7% |