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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,473 | $32,425+3.2% | $74,577-55.1% | $55,167-39.3% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.1%+31.9pp | 69.0%+31.0pp |
| Annual return | 27.31% | 10.63%+16.7pp | 20.47%+6.8pp | 169.23%-141.9pp |
| Employer contribution / active EE | $647 | $1,043-38.0% | $2,525-74.4% | $1,963-67.0% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |