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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,861 | $53,216-66.4% | $155,534-88.5% | $199,960-91.1% |
| Participation rate | 95.1% | 64.1%+31.0pp | 78.2%+16.9pp | 72.0%+23.2pp |
| Annual return | 62.93% | 41.18%+21.8pp | 64.92%-2.0pp | 34.28%+28.7pp |
| Employer contribution / active EE | $3,172 | $1,848+71.6% | $4,675-32.1% | $3,036+4.5% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $15,900-100.0% | $269-100.0% |