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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,433 | $46,360+45.5% | $147,617-54.3% | $52,331+28.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 5.84% | 1.62%+4.2pp | 61.98%-56.1pp | 4.54%+1.3pp |
| Employer contribution / active EE | $5,221 | $2,126+145.5% | $5,564-6.2% | $1,882+177.4% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |