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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,588 | $58,726+3.2% | $92,240-34.3% | $62,293-2.7% |
| Participation rate | 99.5% | 68.3%+31.1pp | 76.5%+23.0pp | 69.5%+29.9pp |
| Annual return | 62.20% | 43.62%+18.6pp | 176.29%-114.1pp | 28.90%+33.3pp |
| Employer contribution / active EE | $12,448 | $2,392+420.4% | $3,680+238.3% | $2,042+509.5% |
| 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% |