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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,523 | $73,102+3.3% | $123,553-38.9% | $56,289+34.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 24.61% | 3.01%+21.6pp | 119.21%-94.6pp | -9.96%+34.6pp |
| Employer contribution / active EE | $4,792 | $2,977+61.0% | $4,628+3.5% | $2,111+127.0% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |