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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,829 | $95,417-39.4% | $135,974-57.5% | $74,460-22.3% |
| Participation rate | 97.9% | 78.2%+19.6pp | 81.9%+15.9pp | 70.7%+27.1pp |
| Annual return | 18.52% | 32.76%-14.2pp | 68.30%-49.8pp | 34.38%-15.9pp |
| Employer contribution / active EE | $3,632 | $3,878-6.3% | $4,859-25.2% | $2,638+37.7% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |