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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,135 | $104,336-23.2% | $159,487-49.8% | $86,821-7.7% |
| Participation rate | 91.1% | 77.7%+13.4pp | 82.8%+8.3pp | 72.3%+18.8pp |
| Annual return | 16.05% | 26.32%-10.3pp | 263.71%-247.7pp | 97.94%-81.9pp |
| Employer contribution / active EE | $4,734 | $3,451+37.2% | $4,831-2.0% | $2,406+96.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |