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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,670 | $54,573-49.3% | $90,970-69.6% | $73,497-62.4% |
| Participation rate | 91.5% | 61.2%+30.3pp | 69.0%+22.5pp | 70.7%+20.8pp |
| Annual return | 16.37% | 16.69%-0.3pp | 134.60%-118.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,190 | $991+20.0% | $2,122-43.9% | $2,270-47.6% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,961-100.0% | $513-100.0% |