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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,356 | $50,860-56.0% | $155,574-85.6% | $77,714-71.2% |
| Participation rate | 87.8% | 63.1%+24.6pp | 78.2%+9.6pp | 70.6%+17.2pp |
| Annual return | 60.08% | 34.86%+25.2pp | 64.87%-4.8pp | 31.26%+28.8pp |
| Employer contribution / active EE | $5,947 | $1,991+198.7% | $4,676+27.2% | $2,727+118.1% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $5,629-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $15,914-100.0% | $433-100.0% |