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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,780 | $60,788-51.0% | $85,705-65.3% | $79,389-62.5% |
| Participation rate | 89.9% | 62.1%+27.7pp | 69.9%+20.0pp | 70.7%+19.2pp |
| Annual return | 13.09% | 16.57%-3.5pp | 21.49%-8.4pp | 116.89%-103.8pp |
| Employer contribution / active EE | $17,934 | $1,664+977.5% | $2,619+584.8% | $2,428+638.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $3,924-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $6,877-100.0% | $626-100.0% |