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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,581 | $95,438-43.9% | $135,982-60.6% | $74,473-28.1% |
| Participation rate | 85.8% | 78.2%+7.6pp | 81.9%+3.9pp | 70.7%+15.1pp |
| Annual return | 104.52% | 32.61%+71.9pp | 68.32%+36.2pp | 34.36%+70.2pp |
| Employer contribution / active EE | $2,942 | $3,878-24.1% | $4,859-39.4% | $2,638+11.5% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |