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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,356 | $50,919-56.1% | $155,556-85.6% | $77,762-71.3% |
| Participation rate | 87.8% | 63.1%+24.7pp | 78.2%+9.5pp | 70.6%+17.2pp |
| Annual return | 60.08% | 34.84%+25.2pp | 64.84%-4.8pp | 31.27%+28.8pp |
| Employer contribution / active EE | $5,947 | $1,991+198.6% | $4,675+27.2% | $2,728+118.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |