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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,262 | $83,090-57.6% | $130,062-72.9% | $71,529-50.7% |
| Participation rate | 90.3% | 74.1%+16.2pp | 78.5%+11.8pp | 67.9%+22.4pp |
| Annual return | 20.71% | 20.61%+0.1pp | -137.37%+158.1pp | 28.97%-8.3pp |
| Employer contribution / active EE | $3,403 | $2,624+29.7% | $4,322-21.3% | $2,590+31.4% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |