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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,624 | $77,677-19.4% | $109,188-42.6% | $79,389-21.1% |
| Participation rate | 97.1% | 67.8%+29.3pp | 75.9%+21.2pp | 70.7%+26.3pp |
| Annual return | 38.49% | 23.44%+15.0pp | 25.76%+12.7pp | 116.89%-78.4pp |
| Employer contribution / active EE | $659 | $2,798-76.4% | $3,723-82.3% | $2,428-72.8% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |