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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,530 | $88,183-58.6% | $107,187-65.9% | $71,012-48.6% |
| Participation rate | 98.4% | 67.5%+30.9pp | 75.0%+23.4pp | 58.6%+39.9pp |
| Annual return | 204.21% | 16.47%+187.7pp | 204.55%-0.3pp | 37.67%+166.5pp |
| Employer contribution / active EE | $2,688 | $3,914-31.3% | $3,782-28.9% | $2,348+14.5% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $9,162-100.0% | $1,167-100.0% |