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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,503 | $81,474-52.7% | $133,971-71.3% | $73,493-47.6% |
| Participation rate | 84.4% | 76.4%+8.0pp | 79.8%+4.5pp | 70.7%+13.7pp |
| Annual return | 87.06% | 19.40%+67.7pp | 45.09%+42.0pp | 28.51%+58.5pp |
| Employer contribution / active EE | $3,408 | $2,209+54.2% | $3,919-13.0% | $2,270+50.1% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,929-100.0% | $513-100.0% |