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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,225 | $51,223+273.3% | $82,763+131.1% | $66,949+185.6% |
| Participation rate | 97.1% | 67.9%+29.2pp | 72.6%+24.6pp | 69.8%+27.3pp |
| Annual return | 25.76% | -9.85%+35.6pp | 702.45%-676.7pp | 1.57%+24.2pp |
| Employer contribution / active EE | $799 | $2,611-69.4% | $3,008-73.4% | $2,545-68.6% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $415-100.0% | $5,325-100.0% | $594-100.0% |