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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,732 | $49,451-15.6% | $79,580-47.6% | $66,938-37.7% |
| Participation rate | 96.6% | 61.3%+35.2pp | 69.5%+27.1pp | 69.8%+26.8pp |
| Annual return | 5.58% | 84.25%-78.7pp | 0.15%+5.4pp | 1.58%+4.0pp |
| Employer contribution / active EE | $3,844 | $1,266+203.8% | $2,413+59.3% | $2,545+51.0% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |