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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,012 | $63,924-37.4% | $108,582-63.2% | $55,167-27.5% |
| Participation rate | 96.5% | 74.3%+22.2pp | 79.6%+16.9pp | 69.0%+27.5pp |
| Annual return | 12.06% | 15.31%-3.2pp | -51.70%+63.8pp | 169.23%-157.2pp |
| Employer contribution / active EE | $5,327 | $1,879+183.5% | $3,758+41.7% | $1,963+171.4% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $10 | $618-98.4% | $7,645-99.9% | $504-98.0% |