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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,387 | $58,895+34.8% | $178,503-55.5% | $73,497+8.0% |
| Participation rate | 96.0% | 66.2%+29.8pp | 81.9%+14.1pp | 70.7%+25.4pp |
| Annual return | 22.94% | 24.86%-1.9pp | 151.12%-128.2pp | 28.51%-5.6pp |
| Employer contribution / active EE | $2,970 | $2,236+32.8% | $5,011-40.7% | $2,270+30.8% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |