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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,356 | $50,812-56.0% | $155,602-85.6% | $77,692-71.2% |
| Participation rate | 87.8% | 63.1%+24.7pp | 78.2%+9.6pp | 70.6%+17.2pp |
| Annual return | 60.08% | 34.85%+25.2pp | 64.81%-4.7pp | 31.25%+28.8pp |
| Employer contribution / active EE | $5,947 | $1,989+199.0% | $4,675+27.2% | $2,726+118.1% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,629-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $15,923-100.0% | $431-100.0% |