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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,375 | $35,183+9.1% | $73,550-47.8% | $70,126-45.3% |
| Participation rate | 81.4% | 42.9%+38.5pp | 54.9%+26.5pp | 69.5%+11.9pp |
| Annual return | 21.14% | 26.90%-5.8pp | -15.16%+36.3pp | 73.15%-52.0pp |
| Employer contribution / active EE | $4,799 | $709+577.1% | $1,219+293.6% | $2,343+104.8% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |