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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,636 | $59,220-34.8% | $96,570-60.0% | $79,391-51.3% |
| Participation rate | 92.1% | 61.9%+30.2pp | 69.8%+22.3pp | 70.7%+21.4pp |
| Annual return | 39.02% | 27.08%+11.9pp | 37.79%+1.2pp | 116.88%-77.9pp |
| Employer contribution / active EE | $1,179 | $1,216-3.1% | $2,357-50.0% | $2,428-51.4% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |