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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,955 | $43,133+59.9% | $89,435-22.9% | $73,497-6.2% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 23.51% | 135.66%-112.2pp | 245.55%-222.0pp | 28.51%-5.0pp |
| Employer contribution / active EE | $3,937 | $1,438+173.8% | $2,587+52.2% | $2,270+73.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $444-99.8% | $4,884-100.0% | $513-99.8% |