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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,220 | $106,247-38.6% | $147,096-55.7% | $77,714-16.1% |
| Participation rate | 97.0% | 78.4%+18.6pp | 82.2%+14.8pp | 70.6%+26.4pp |
| Annual return | 27.54% | 56.87%-29.3pp | 419.75%-392.2pp | 31.26%-3.7pp |
| Employer contribution / active EE | $5,234 | $4,069+28.6% | $4,936+6.0% | $2,727+91.9% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |