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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,118 | $88,360-62.5% | $145,433-77.2% | $67,986-51.3% |
| Participation rate | 90.7% | 65.5%+25.2pp | 82.1%+8.6pp | 57.2%+33.5pp |
| Annual return | 30.70% | 63.15%-32.5pp | 66.58%-35.9pp | 31.67%-1.0pp |
| Employer contribution / active EE | $1,457 | $3,054-52.3% | $4,554-68.0% | $2,019-27.8% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |