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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,750 | $73,638-24.3% | $95,964-41.9% | $73,497-24.1% |
| Participation rate | 98.5% | 76.2%+22.3pp | 77.1%+21.4pp | 70.7%+27.8pp |
| Annual return | 15.40% | 16.78%-1.4pp | 91.64%-76.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $4,990 | $1,863+167.8% | $2,541+96.3% | $2,270+119.8% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |