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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,142 | $58,726-35.1% | $92,240-58.6% | $62,293-38.8% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.5%+18.3pp | 69.5%+25.2pp |
| Annual return | 40.55% | 43.62%-3.1pp | 176.29%-135.7pp | 28.90%+11.7pp |
| Employer contribution / active EE | $3,509 | $2,392+46.7% | $3,680-4.6% | $2,042+71.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |