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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,479 | $45,438-26.3% | $80,004-58.2% | $59,633-43.9% |
| Participation rate | 97.9% | 63.7%+34.2pp | 73.0%+24.9pp | 68.7%+29.2pp |
| Annual return | 7.22% | 5.10%+2.1pp | 7.63%-0.4pp | 2041.45%-2034.2pp |
| Employer contribution / active EE | $549 | $1,236-55.6% | $2,473-77.8% | $2,203-75.1% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |