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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,578 | $75,183-6.1% | $123,894-43.0% | $55,167+27.9% |
| Participation rate | 99.3% | 72.8%+26.5pp | 81.4%+17.9pp | 69.0%+30.3pp |
| Annual return | 7.94% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $4,530 | $2,823+60.4% | $4,617-1.9% | $1,963+130.8% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |