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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,796 | $58,888+23.6% | $178,498-59.2% | $73,493-0.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.06% | 24.86%-10.8pp | 151.09%-137.0pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,336 | $2,236+4.5% | $5,011-53.4% | $2,270+2.9% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $400-99.0% | $13,985-100.0% | $513-99.2% |