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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,543 | $47,180-3.5% | $149,723-69.6% | $74,473-38.8% |
| Participation rate | 99.8% | 63.4%+36.3pp | 78.8%+21.0pp | 70.7%+29.0pp |
| Annual return | 49.70% | 22.75%+27.0pp | 134.50%-84.8pp | 34.36%+15.3pp |
| Employer contribution / active EE | $1,260 | $1,907-33.9% | $4,821-73.9% | $2,638-52.2% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |