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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,919 | $46,732+60.3% | $156,551-52.1% | $55,167+35.8% |
| Participation rate | 99.3% | 65.8%+33.5pp | 84.0%+15.3pp | 69.0%+30.3pp |
| Annual return | 10.63% | 17.72%-7.1pp | 32.23%-21.6pp | 169.23%-158.6pp |
| Employer contribution / active EE | $8,457 | $2,105+301.7% | $5,501+53.7% | $1,963+330.9% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |