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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,242 | $82,163-21.8% | $125,381-48.8% | $64,819-0.9% |
| Participation rate | 98.5% | 77.9%+20.6pp | 82.4%+16.1pp | 71.5%+27.0pp |
| Annual return | 10.11% | 3.49%+6.6pp | 572.31%-562.2pp | 32.84%-22.7pp |
| Employer contribution / active EE | $5,382 | $3,616+48.8% | $4,815+11.8% | $2,507+114.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |