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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,632 | $65,034-57.5% | $90,970-69.6% | $79,856-65.4% |
| Participation rate | 97.9% | 61.6%+36.3pp | 69.0%+28.9pp | 69.6%+28.3pp |
| Annual return | 20.15% | 30.45%-10.3pp | 134.60%-114.4pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,442 | $1,247+95.8% | $2,122+15.1% | $2,471-1.2% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |