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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,982 | $55,125-65.6% | $109,907-82.7% | $86,821-78.1% |
| Participation rate | 97.4% | 70.1%+27.3pp | 74.2%+23.2pp | 72.3%+25.1pp |
| Annual return | 84.58% | 26.20%+58.4pp | 29.46%+55.1pp | 97.94%-13.4pp |
| Employer contribution / active EE | $3,537 | $1,558+127.0% | $2,844+24.4% | $2,406+47.0% |
| Participant deferral / active EE | $0 | $3,337-100.0% | $4,047-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $6,069-100.0% | $170-100.0% |