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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,714 | $79,519-29.9% | $95,964-41.9% | $73,412-24.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 40.97% | 19.20%+21.8pp | 91.64%-50.7pp | 59.30%-18.3pp |
| Employer contribution / active EE | $3,574 | $2,048+74.5% | $2,541+40.6% | $2,234+60.0% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |