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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,340 | $58,895-36.6% | $178,503-79.1% | $73,497-49.2% |
| Participation rate | 96.6% | 66.2%+30.3pp | 81.9%+14.6pp | 70.7%+25.9pp |
| Annual return | 11.29% | 24.86%-13.6pp | 151.12%-139.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $2,290 | $2,236+2.4% | $5,011-54.3% | $2,270+0.9% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |