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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,071 | $106,230-25.6% | $147,080-46.2% | $77,736+1.7% |
| Participation rate | 89.9% | 78.4%+11.5pp | 82.2%+7.7pp | 70.6%+19.3pp |
| Annual return | 58.00% | 56.91%+1.1pp | 420.17%-362.2pp | 31.26%+26.7pp |
| Employer contribution / active EE | $3,368 | $4,072-17.3% | $4,933-31.7% | $2,728+23.5% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |