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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,861 | $53,254-66.5% | $155,574-88.5% | $199,921-91.1% |
| Participation rate | 95.1% | 64.1%+31.0pp | 78.2%+16.9pp | 72.0%+23.1pp |
| Annual return | 62.93% | 41.18%+21.8pp | 64.87%-1.9pp | 34.28%+28.7pp |
| Employer contribution / active EE | $3,172 | $1,848+71.7% | $4,676-32.2% | $3,035+4.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $15,914-100.0% | $269-100.0% |