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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,825 | $116,203-51.1% | $93,621-39.3% | $152,909-62.8% |
| Participation rate | 81.8% | 78.1%+3.8pp | 75.8%+6.0pp | 82.5%-0.6pp |
| Annual return | 10.46% | 35.96%-25.5pp | 32.76%-22.3pp | 345.46%-335.0pp |
| Employer contribution / active EE | $8,986 | $3,219+179.1% | $2,719+230.5% | $4,764+88.6% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |