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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,808 | $76,669-54.6% | $96,520-63.9% | $71,495-51.3% |
| Participation rate | 97.2% | 66.6%+30.6pp | 74.3%+22.9pp | 67.9%+29.3pp |
| Annual return | 84.66% | 48.29%+36.4pp | 35.72%+48.9pp | 28.85%+55.8pp |
| Employer contribution / active EE | $8,252 | $3,031+172.3% | $3,739+120.7% | $2,589+218.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,733-100.0% | $1,588-100.0% |