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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,128 | $100,801-58.2% | $149,745-71.9% | $73,412-42.6% |
| Participation rate | 99.9% | 77.7%+22.2pp | 82.5%+17.4pp | 72.2%+27.7pp |
| Annual return | 23.14% | 265.34%-242.2pp | 276.72%-253.6pp | 59.30%-36.2pp |
| Employer contribution / active EE | $2,288 | $3,312-30.9% | $4,646-50.8% | $2,234+2.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |