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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,006 | $83,023-42.2% | $102,437-53.1% | $77,762-38.3% |
| Participation rate | 93.1% | 71.5%+21.6pp | 74.5%+18.6pp | 70.6%+22.5pp |
| Annual return | 102.04% | 19.12%+82.9pp | 24.95%+77.1pp | 31.27%+70.8pp |
| Employer contribution / active EE | $5,998 | $3,552+68.8% | $3,871+55.0% | $2,728+119.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |