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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,368 | $71,534-36.6% | $98,462-53.9% | $71,529-36.6% |
| Participation rate | 98.4% | 72.7%+25.8pp | 75.2%+23.3pp | 67.9%+30.5pp |
| Annual return | 19.89% | 32.44%-12.6pp | 21.17%-1.3pp | 28.97%-9.1pp |
| Employer contribution / active EE | $1,589 | $2,399-33.8% | $3,049-47.9% | $2,590-38.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $1,677-99.9% | $8,875-100.0% | $1,588-99.9% |