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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,818 | $36,198-3.8% | $94,215-63.0% | $65,191-46.6% |
| Participation rate | 83.4% | 43.6%+39.8pp | 70.0%+13.4pp | 63.0%+20.4pp |
| Annual return | 28.72% | 23.45%+5.3pp | 28.22%+0.5pp | 51.24%-22.5pp |
| Employer contribution / active EE | $2,956 | $1,189+148.6% | $2,675+10.5% | $2,400+23.2% |
| Participant deferral / active EE | $0 | $1,716-100.0% | $4,276-100.0% | $2,671-100.0% |
| Admin fee / account holder | $0 | $2,162-100.0% | $10,216-100.0% | $907-100.0% |