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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,818 | $50,199+90.9% | $70,098+36.7% | $66,930+43.2% |
| Participation rate | 99.2% | 66.3%+32.8pp | 70.5%+28.7pp | 69.8%+29.3pp |
| Annual return | 14.29% | -13.85%+28.1pp | 190.76%-176.5pp | 1.57%+12.7pp |
| Employer contribution / active EE | $9,804 | $1,864+425.9% | $2,560+282.9% | $2,545+285.2% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,266-100.0% | $593-100.0% |