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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,676 | $75,388-23.5% | $123,553-53.3% | $55,725+3.5% |
| Participation rate | 97.0% | 75.7%+21.3pp | 82.3%+14.7pp | 70.9%+26.2pp |
| Annual return | 4.50% | 4.48%0pp | 119.21%-114.7pp | 244.93%-240.4pp |
| Employer contribution / active EE | $5,865 | $3,063+91.5% | $4,628+26.7% | $2,078+182.2% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |