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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,803 | $49,468-21.6% | $150,298-74.2% | $103,975-62.7% |
| Participation rate | 93.5% | 58.1%+35.3pp | 77.8%+15.7pp | 72.5%+20.9pp |
| Annual return | 20.21% | 38.98%-18.8pp | 62.79%-42.6pp | 19.41%+0.8pp |
| Employer contribution / active EE | $1,951 | $1,670+16.9% | $4,154-53.0% | $3,722-47.6% |
| Participant deferral / active EE | $0 | $2,650-100.0% | $5,453-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $385-100.0% | $14,116-100.0% | $332-100.0% |